SWRLX | TRWTX | SWRLX / TRWTX | |
Total Expense Ratio | 1.27 | 0.76 | 167% |
Annual Report Gross Expense Ratio | 1.48 | 0.76 | 195% |
Fund Existence | 32 years | 32 years | - |
Gain YTD | 24.787 | 18.719 | 132% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 112M | 4.34B | 3% |
Annual Yield % from dividends | 3.06 | 2.33 | 131% |
Returns for 1 year | 14.96 | 14.98 | 100% |
Returns for 3 years | 29.71 | 34.11 | 87% |
Returns for 5 years | 30.97 | 61.65 | 50% |
Returns for 10 years | 13.97 | 56.24 | 25% |