SWRLX | TRIGX | SWRLX / TRIGX | |
Total Expense Ratio | 1.27 | 0.87 | 146% |
Annual Report Gross Expense Ratio | 1.48 | 0.87 | 170% |
Fund Existence | 32 years | 27 years | - |
Gain YTD | 26.491 | 23.896 | 111% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 2500 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 113M | 15.1B | 1% |
Annual Yield % from dividends | 3.06 | 2.11 | 145% |
Returns for 1 year | 18.85 | 25.25 | 75% |
Returns for 3 years | 40.08 | 65.23 | 61% |
Returns for 5 years | 39.39 | 99.91 | 39% |
Returns for 10 years | 16.85 | 71.98 | 23% |