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AIVIX vs TROZX
AIVIX vs TROZX Comparison
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AIVIX vs TROZX Comparison Chart in %
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AIVIX vs. TROZX commentary
Jul 06, 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 AIVIX is a Hold and TROZX is a Hold.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 16.9B vs. AIVIX (136M). TROZX pays higher dividends than AIVIX: TROZX (2.95) vs AIVIX (2.73). AIVIX was incepted earlier than TROZX: AIVIX (21 years) vs TROZX (6 years). AIVIX (1.29) is less costly to investors than TROZX (0.65). AIVIX is a more actively managed with annual turnover of: 50.00 vs. TROZX (15.00). TROZX has a lower initial minimum investment than AIVIX: TROZX (0) vs AIVIX (2000000). TROZX annual gain was more profitable for investors over the last year : 28.57 vs. AIVIX (22.45). TROZX return over 5 years is better than : 98.46 vs. AIVIX (69.51).
| AIVIX | TROZX | AIVIX / TROZX | |
| Total Expense Ratio | 0.92 | 0.00 | - |
| Annual Report Gross Expense Ratio | 1.29 | 0.65 | 198% |
| Fund Existence | 21 years | 6 years | - |
| Gain YTD | 10.097 | 12.828 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136M | 16.9B | 1% |
| Annual Yield % from dividends | 2.73 | 2.95 | 93% |
| Returns for 1 year | 22.45 | 28.57 | 79% |
| Returns for 3 years | 66.63 | 90.09 | 74% |
| Returns for 5 years | 69.51 | 98.46 | 71% |
| Returns for 10 years | 125.02 | N/A | - |
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