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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
Aug 23, 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 Buy and TROZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 17.3B vs. DFIVX (15B). DFIVX pays higher dividends than TROZX: DFIVX (3.64) vs TROZX (2.83). DFIVX was incepted earlier than TROZX: DFIVX (33 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 : 31.98 vs. TROZX (28.78). TROZX (110.86) and DFIVX (110.78) 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 | 33 years | 6 years | - |
| Gain YTD | 18.788 | 18.078 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 17.3B | 87% |
| Annual Yield % from dividends | 3.64 | 2.83 | 128% |
| Returns for 1 year | 31.98 | 28.78 | 111% |
| Returns for 3 years | 98.30 | 101.40 | 97% |
| Returns for 5 years | 110.78 | 110.86 | 100% |
| Returns for 10 years | 161.16 | N/A | - |
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