BGLYX
Price
$12.76
Change
+$0.12 (+0.95%)
Updated
Jun 12 closing price
Net Assets
125.1M
TOLZX
Price
$17.01
Change
+$0.11 (+0.65%)
Updated
Jun 12 closing price
Net Assets
836.52M
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BGLYX vs TOLZX

Header iconBGLYX vs TOLZX Comparison
Open Charts BGLYX vs TOLZXBanner chart's image
BGLYX vs TOLZX Comparison Chart in %
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BGLYX vs. TOLZX commentary
Jun 13, 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 BGLYX is a Buy and TOLZX is a Buy.

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FUNDAMENTALS
Fundamentals
TOLZX has more cash in the bank: 837M vs. BGLYX (125M). TOLZX (2.01) and BGLYX (2.00) have matching dividends . BGLYX was incepted earlier than TOLZX: BGLYX (15 years) vs TOLZX (12 years). BGLYX (1.19) is less costly to investors than TOLZX (0.94). BGLYX is a more actively managed with annual turnover of: 83.00 vs. TOLZX (59.00). TOLZX has a lower initial minimum investment than BGLYX: TOLZX (0) vs BGLYX (1000000). TOLZX annual gain was more profitable for investors over the last year : 3.14 vs. BGLYX (-9.78). TOLZX return over 5 years is better than : 2.10 vs. BGLYX (1.06).
BGLYXTOLZXBGLYX / TOLZX
Total Expense Ratio1.000.94106%
Annual Report Gross Expense Ratio1.190.94127%
Fund Existence15 years12 years-
Gain YTD10.00610.31397%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets125M837M15%
Annual Yield % from dividends2.002.01100%
Returns for 1 year-9.783.14-311%
Returns for 3 years7.7521.8935%
Returns for 5 years1.062.1051%
Returns for 10 years33.7549.0069%
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