ERSMX
Price
$29.37
Change
-$0.20 (-0.68%)
Updated
Jul 31 closing price
Net Assets
8.79B
TRQZX
Price
$101.14
Change
-$0.32 (-0.32%)
Updated
Jul 31 closing price
Net Assets
22.11B
Interact to see
Advertisement

ERSMX vs TRQZX

ERSMX vs TRQZX Comparison Chart in %
View a ticker or compare two or three
VS
ERSMX vs. TRQZX commentary
Aug 03, 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 ERSMX is a Buy and TRQZX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
TRQZX has more cash in the bank: 22.1B vs. ERSMX (8.79B). TRQZX pays higher dividends than ERSMX: TRQZX (0.72) vs ERSMX (0.00). ERSMX was incepted earlier than TRQZX: ERSMX (17 years) vs TRQZX (6 years). ERSMX (1.37) is less costly to investors than TRQZX (0.61). TRQZX is a more actively managed with annual turnover of: 31.50 vs. ERSMX (13.00). TRQZX has a lower initial minimum investment than ERSMX: TRQZX (0) vs ERSMX (1000). TRQZX annual gain was more profitable for investors over the last year : -1.07 vs. ERSMX (-7.93). TRQZX return over 5 years is better than : -18.68 vs. ERSMX (-19.69).
ERSMXTRQZXERSMX / TRQZX
Total Expense Ratio1.370.00-
Annual Report Gross Expense Ratio1.370.61225%
Fund Existence17 years6 years-
Gain YTD4.2232.868147%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.79B22.1B40%
Annual Yield % from dividends0.000.72-
Returns for 1 year-7.93-1.07739%
Returns for 3 years-0.91-1.1381%
Returns for 5 years-19.69-18.68105%
Returns for 10 years16.55N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PMVRX16.910.07
+0.42%
Putnam Sustainable Future R
FCADX61.290.14
+0.23%
Fidelity Advisor International Discv C
ISMOX3.19N/A
N/A
Voya MidCap Opportunities Port S
OSCYX26.20-0.11
-0.42%
Invesco Main Street Small Cap Y
FBBAX26.19-0.35
-1.32%
Fundamental Family Office Allocation A