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 | 33 years | - |
Gain YTD | 26.491 | 18.573 | 143% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 113M | 4.33B | 3% |
Annual Yield % from dividends | 3.06 | 2.33 | 131% |
Returns for 1 year | 18.85 | 18.43 | 102% |
Returns for 3 years | 40.08 | 44.95 | 89% |
Returns for 5 years | 39.39 | 68.58 | 57% |
Returns for 10 years | 16.85 | 58.73 | 29% |