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DFIVX vs TROZX
DFIVX vs TROZX Comparison
Open Charts DFIVX vs TROZX
DFIVX vs TROZX Comparison Chart in %
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DFIVX vs. TROZX commentary
Jun 18, 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 Hold.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 16.9B vs. DFIVX (14.3B). DFIVX pays higher dividends than TROZX: DFIVX (3.74) vs TROZX (2.95). 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 : 35.36 vs. TROZX (33.10). TROZX (99.36) and DFIVX (95.14) 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 | 11.752 | 12.489 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3B | 16.9B | 85% |
| Annual Yield % from dividends | 3.74 | 2.95 | 127% |
| Returns for 1 year | 35.36 | 33.10 | 107% |
| Returns for 3 years | 84.09 | 89.04 | 94% |
| Returns for 5 years | 95.14 | 99.36 | 96% |
| Returns for 10 years | 159.67 | N/A | - |
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