SWRLX | TRWTX | SWRLX / TRWTX | |
Total Expense Ratio | 1.27 | 0.76 | 167% |
Annual Report Gross Expense Ratio | 1.48 | 0.76 | 195% |
Fund Existence | 33 years | 33 years | - |
Gain YTD | 42.614 | 26.197 | 163% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 126M | 4.55B | 3% |
Annual Yield % from dividends | 2.71 | 2.22 | 122% |
Returns for 1 year | 23.46 | 18.40 | 127% |
Returns for 3 years | 79.27 | 76.30 | 104% |
Returns for 5 years | 43.64 | 64.48 | 68% |
Returns for 10 years | 35.32 | 75.73 | 47% |