Interact to see
Advertisement
Advertisement
DFIVX vs TROZX
DFIVX vs TROZX Comparison
Open Charts DFIVX vs TROZX
DFIVX vs TROZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFIVX vs. TROZX commentary
Aug 03, 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 DFIVX is a Hold and TROZX is a Buy.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 17B vs. DFIVX (14.7B). DFIVX pays higher dividends than TROZX: DFIVX (3.64) vs TROZX (2.83). DFIVX was incepted earlier than TROZX: DFIVX (32 years) vs TROZX (6 years). TROZX (0.65) is less costly to investors than DFIVX (0.48). TROZX is a more actively managed with annual turnover of: 15.00 vs. DFIVX (13.00). DFIVX (0) and TROZX (0) have matching initial minimum investment requirements. DFIVX annual gain was more profitable for investors over the last year : 37.41 vs. TROZX (33.46). TROZX (108.08) and DFIVX (104.11) have equivalent 5 years return.
| DFIVX | TROZX | DFIVX / TROZX | |
| Total Expense Ratio | 0.28 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.48 | 0.65 | 74% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | 16.484 | 16.300 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.7B | 17B | 86% |
| Annual Yield % from dividends | 3.64 | 2.83 | 128% |
| Returns for 1 year | 37.41 | 33.46 | 112% |
| Returns for 3 years | 86.43 | 90.67 | 95% |
| Returns for 5 years | 104.11 | 108.08 | 96% |
| Returns for 10 years | 169.36 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MEMAX | 49.36 | 1.11 | +2.30% |
| MFS Emerging Markets Equity A | |||
| LPEIX | 5.75 | 0.05 | +0.88% |
| ALPS Global Opportunity I | |||
| PACCX | 11.20 | -0.02 | -0.18% |
| Franklin Dynamic Asset Allocation Cnsv C | |||
| SSDIX | 43.15 | -0.30 | -0.69% |
| DWS Small Cap Growth Inst | |||
| DSCLX | 21.06 | -0.19 | -0.89% |
| DFA International Social Cor Eq Instl | |||