TRZPX has more cash in the bank: 929M vs. CAEAX (32.9M). TRZPX pays higher dividends than CAEAX: TRZPX (2.62) vs CAEAX (1.84). CAEAX was incepted earlier than TRZPX: CAEAX (15 years) vs TRZPX (5 years). CAEAX (1.71) is less costly to investors than TRZPX (0.84). CAEAX is a more actively managed with annual turnover of: 82.00 vs. TRZPX (52.80). TRZPX has a lower initial minimum investment than CAEAX: TRZPX (0) vs CAEAX (2000). TRZPX annual gain was more profitable for investors over the last year : 6.57 vs. CAEAX (-8.65). TRZPX return over 5 years is better than : 10.14 vs. CAEAX (-15.91).

	CAEAX	TRZPX	CAEAX / TRZPX
Total Expense Ratio	1.23	0.00	-
Annual Report Gross Expense Ratio	1.71	0.84	204%
Fund Existence	15 years	5 years	-
Gain YTD	8.915	12.173	73%
Front Load	6%	N/A	-
Min. Initial Investment	2000	0	-
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	32.9M	929M	4%
Annual Yield % from dividends	1.84	2.62	70%
Returns for 1 year	-8.65	6.57	-132%
Returns for 3 years	20.26	29.07	70%
Returns for 5 years	-15.91	10.14	-157%
Returns for 10 years	85.49	N/A	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
FNKCX	17.22	0.11	+0.64%
Frank Value C
FMCJX	52.75	0.19	+0.36%
Fidelity Advisor Mid-Cap Stock M
PEQKX	28.59	0.04	+0.14%
Victory Pioneer Equity Income R6
NWHVX	10.88	N/A	N/A
Nationwide Geneva Mid Cap Gr A
FDEQX	84.05	-0.20	-0.24%
Fidelity Disciplined Equity