Interact to see
Advertisement
Advertisement
AIVIX vs TROZX
AIVIX vs TROZX Comparison
Open Charts AIVIX vs TROZX
AIVIX vs TROZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AIVIX vs. TROZX commentary
Aug 25, 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 Buy and TROZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 17.3B vs. AIVIX (139M). TROZX pays higher dividends than AIVIX: TROZX (2.83) vs AIVIX (2.66). AIVIX was incepted earlier than TROZX: AIVIX (22 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 : 26.80 vs. AIVIX (21.23). TROZX return over 5 years is better than : 106.92 vs. AIVIX (75.47).
| AIVIX | TROZX | AIVIX / TROZX | |
| Total Expense Ratio | 0.92 | 0.00 | - |
| Annual Report Gross Expense Ratio | 1.29 | 0.65 | 198% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 14.125 | 18.078 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 17.3B | 1% |
| Annual Yield % from dividends | 2.66 | 2.83 | 94% |
| Returns for 1 year | 21.23 | 26.80 | 79% |
| Returns for 3 years | 75.07 | 101.40 | 74% |
| Returns for 5 years | 75.47 | 106.92 | 71% |
| Returns for 10 years | 119.61 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement