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AIFRX vs TOLIX
AIFRX vs TOLIX Comparison
Open Charts AIFRX vs TOLIX
AIFRX vs TOLIX Comparison Chart in %
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AIFRX vs. TOLIX commentary
Sep 05, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AIFRX is a StrongBuy and TOLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TOLIX has more cash in the bank: 724M vs. AIFRX (46M). TOLIX (1.95) and AIFRX (1.92) have matching dividends . AIFRX was incepted earlier than TOLIX: AIFRX (18 years) vs TOLIX (18 years). AIFRX (1.35) is less costly to investors than TOLIX (1.04). TOLIX is a more actively managed with annual turnover of: 59.00 vs. AIFRX (25.00). AIFRX (1000000) and TOLIX (1000000) have matching initial minimum investment requirements. AIFRX annual gain was more profitable for investors over the last year : 11.49 vs. TOLIX (-1.66). AIFRX return over 5 years is better than : 29.92 vs. TOLIX (-2.66).
| AIFRX | TOLIX | AIFRX / TOLIX | |
| Total Expense Ratio | 0.99 | 0.94 | 105% |
| Annual Report Gross Expense Ratio | 1.35 | 1.04 | 130% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 10.416 | 3.794 | 275% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46M | 724M | 6% |
| Annual Yield % from dividends | 1.92 | 1.95 | 98% |
| Returns for 1 year | 11.49 | -1.66 | -690% |
| Returns for 3 years | 37.73 | 19.61 | 192% |
| Returns for 5 years | 29.92 | -2.66 | -1,126% |
| Returns for 10 years | 113.63 | 33.89 | 335% |
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