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EFRRX vs TRIZX
EFRRX vs TRIZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
EFRRX has more cash in the bank: 5.11B vs. TRIZX (4.35B). TRIZX pays higher dividends than EFRRX: TRIZX (7.94) vs EFRRX (7.53). EFRRX was incepted earlier than TRIZX: EFRRX (6 years) vs TRIZX (6 years). EFRRX (2.35) is less costly to investors than TRIZX (0.61). TRIZX is a more actively managed with annual turnover of: 77.90 vs. EFRRX (35.00). TRIZX has a lower initial minimum investment than EFRRX: TRIZX (0) vs EFRRX (5000000). TRIZX annual gain was more profitable for investors over the last year : 7.58 vs. EFRRX (4.86). TRIZX return over 5 years is better than : 41.53 vs. EFRRX (36.31).
| EFRRX | TRIZX | EFRRX / TRIZX | |
| Total Expense Ratio | 2.35 | 0.02 | 11,750% |
| Annual Report Gross Expense Ratio | 2.35 | 0.61 | 385% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 2.685 | 5.120 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.11B | 4.35B | 118% |
| Annual Yield % from dividends | 7.53 | 7.94 | 95% |
| Returns for 1 year | 4.86 | 7.58 | 64% |
| Returns for 3 years | 32.10 | 33.96 | 95% |
| Returns for 5 years | 36.31 | 41.53 | 87% |
| Returns for 10 years | N/A | N/A | - |
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