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DFWVX vs TROZX
DFWVX vs TROZX Comparison
Open Charts DFWVX vs TROZX
DFWVX vs TROZX Comparison Chart in %
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DFWVX vs. TROZX commentary
Jul 28, 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 DFWVX is a Hold and TROZX is a Buy.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 16.6B vs. DFWVX (620M). DFWVX pays higher dividends than TROZX: DFWVX (3.40) vs TROZX (2.95). DFWVX was incepted earlier than TROZX: DFWVX (16 years) vs TROZX (6 years). TROZX (0.65) is less costly to investors than DFWVX (0.56). TROZX is a more actively managed with annual turnover of: 15.00 vs. DFWVX (12.00). DFWVX (0) and TROZX (0) have matching initial minimum investment requirements. DFWVX annual gain was more profitable for investors over the last year : 28.74 vs. TROZX (26.25). TROZX return over 5 years is better than : 102.99 vs. DFWVX (85.32).
| DFWVX | TROZX | DFWVX / TROZX | |
| Total Expense Ratio | 0.37 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.56 | 0.65 | 86% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 14.325 | 13.167 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 620M | 16.6B | 4% |
| Annual Yield % from dividends | 3.40 | 2.95 | 115% |
| Returns for 1 year | 28.74 | 26.25 | 109% |
| Returns for 3 years | 74.85 | 85.53 | 88% |
| Returns for 5 years | 85.32 | 102.99 | 83% |
| Returns for 10 years | 151.59 | N/A | - |
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