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AIFRX vs TOLIX
AIFRX vs TOLIX Comparison
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AIFRX vs TOLIX Comparison Chart in %
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AIFRX vs. TOLIX commentary
Aug 15, 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 Buy and TOLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TOLIX has more cash in the bank: 742M vs. AIFRX (47M). TOLIX (1.91) and AIFRX (1.89) 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 : 11.07 vs. TOLIX (-2.13). AIFRX return over 5 years is better than : 34.62 vs. TOLIX (0.03).
| 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 | 12.616 | 5.706 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47M | 742M | 6% |
| Annual Yield % from dividends | 1.89 | 1.91 | 99% |
| Returns for 1 year | 11.07 | -2.13 | -520% |
| Returns for 3 years | 39.52 | 19.28 | 205% |
| Returns for 5 years | 34.62 | 0.03 | 129,660% |
| Returns for 10 years | 114.70 | 35.41 | 324% |
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