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 | 40.057 | 24.242 | 165% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 123M | 4.5B | 3% |
Annual Yield % from dividends | 2.84 | 2.25 | 126% |
Returns for 1 year | 26.09 | 17.30 | 151% |
Returns for 3 years | 66.22 | 62.59 | 106% |
Returns for 5 years | 38.95 | 61.37 | 63% |
Returns for 10 years | 35.53 | 77.61 | 46% |