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EFRRX vs TRIZX
EFRRX vs TRIZX Comparison
Open Charts EFRRX vs TRIZX
EFRRX vs TRIZX Comparison Chart in %
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EFRRX vs. TRIZX commentary
Jun 15, 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 EFRRX is a Hold and TRIZX is a Hold.
FUNDAMENTALS
Fundamentals
TRIZX (4.05B) and EFRRX (3.92B) have equal amount of cash in the bank . EFRRX (7.66) and TRIZX (7.57) have matching dividends . EFRRX was incepted earlier than TRIZX: EFRRX (7 years) vs TRIZX (6 years). EFRRX (1.95) is less costly to investors than TRIZX (0.61). TRIZX is a more actively managed with annual turnover of: 106.90 vs. EFRRX (42.00). 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 : 5.96 vs. EFRRX (2.71). TRIZX return over 5 years is better than : 38.05 vs. EFRRX (29.22).
| EFRRX | TRIZX | EFRRX / TRIZX | |
| Total Expense Ratio | 1.95 | 0.02 | 9,750% |
| Annual Report Gross Expense Ratio | 1.95 | 0.61 | 320% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 0.286 | 1.152 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.92B | 4.05B | 97% |
| Annual Yield % from dividends | 7.66 | 7.57 | 101% |
| Returns for 1 year | 2.71 | 5.96 | 45% |
| Returns for 3 years | 23.41 | 28.51 | 82% |
| Returns for 5 years | 29.22 | 38.05 | 77% |
| Returns for 10 years | N/A | N/A | - |
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