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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
Aug 30, 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 has more cash in the bank: 4.01B vs. EFRRX (3.78B). TRIZX (7.56) and EFRRX (7.49) 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: 66.40 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 : 5.92 vs. EFRRX (1.88). TRIZX return over 5 years is better than : 39.62 vs. EFRRX (29.00).
| 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 | 0.601 | 2.658 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.78B | 4.01B | 94% |
| Annual Yield % from dividends | 7.49 | 7.56 | 99% |
| Returns for 1 year | 1.88 | 5.92 | 32% |
| Returns for 3 years | 19.90 | 26.88 | 74% |
| Returns for 5 years | 29.00 | 39.62 | 73% |
| Returns for 10 years | N/A | N/A | - |
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