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EFRRX vs TRIZX
EFRRX vs TRIZX Comparison Chart
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FUNDAMENTALS
Fundamentals
EFRRX has more cash in the bank: 5.32B vs. TRIZX (4.23B). EFRRX (8.57) and TRIZX (8.33) have matching dividends . EFRRX was incepted earlier than TRIZX: EFRRX (6 years) vs TRIZX (5 years). EFRRX (2.35) is less costly to investors than TRIZX (0.62). 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 : 7.75 vs. EFRRX (6.38). TRIZX (41.99) and EFRRX (40.92) have equivalent 5 years return.
| EFRRX | TRIZX | EFRRX / TRIZX | |
| Total Expense Ratio | 2.35 | 0.02 | 11,750% |
| Annual Report Gross Expense Ratio | 2.35 | 0.62 | 379% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 1.398 | 2.411 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.32B | 4.23B | 126% |
| Annual Yield % from dividends | 8.57 | 8.33 | 103% |
| Returns for 1 year | 6.38 | 7.75 | 82% |
| Returns for 3 years | 29.29 | 31.15 | 94% |
| Returns for 5 years | 40.92 | 41.99 | 97% |
| Returns for 10 years | N/A | N/A | - |
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