SWFCX | TRWTX | SWFCX / TRWTX | |
Total Expense Ratio | 1.86 | 0.76 | 245% |
Annual Report Gross Expense Ratio | 2.85 | 0.76 | 375% |
Fund Existence | 27 years | 33 years | - |
Gain YTD | 39.451 | 24.145 | 163% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 123M | 4.5B | 3% |
Annual Yield % from dividends | 2.56 | 2.25 | 113% |
Returns for 1 year | 24.52 | 17.10 | 143% |
Returns for 3 years | 62.12 | 62.46 | 99% |
Returns for 5 years | 33.69 | 62.56 | 54% |
Returns for 10 years | 20.23 | 77.47 | 26% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
IBLLX | 36.02 | N/A | N/A |
Transamerica Multi-Managed Balanced C | |||
COSSX | 14.46 | N/A | N/A |
Columbia Overseas Value Inst2 | |||
BNUEX | 12.24 | N/A | N/A |
UBS International Sustainable Equity P | |||
MNBWX | 20.88 | N/A | N/A |
Manning & Napier Pro-Blend Extnd Term W | |||
MSHNX | 15.32 | N/A | N/A |
Morgan Stanley Inst Permanence A |