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 | 28.054 | 18.622 | 151% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 113M | 4.37B | 3% |
Annual Yield % from dividends | 2.95 | 2.27 | 130% |
Returns for 1 year | 16.00 | 13.32 | 120% |
Returns for 3 years | 46.55 | 50.78 | 92% |
Returns for 5 years | 35.14 | 61.13 | 57% |
Returns for 10 years | 16.75 | 55.95 | 30% |