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 | 33.026 | 21.554 | 153% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 117M | 4.44B | 3% |
Annual Yield % from dividends | 2.96 | 2.34 | 127% |
Returns for 1 year | 25.39 | 22.05 | 115% |
Returns for 3 years | 44.35 | 44.29 | 100% |
Returns for 5 years | 34.51 | 58.61 | 59% |
Returns for 10 years | 23.46 | 61.91 | 38% |