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ERSMX vs TRQZX
ERSMX vs TRQZX Comparison
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ERSMX vs TRQZX Comparison Chart in %
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ERSMX vs. TRQZX commentary
Aug 23, 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 Hold and TRQZX is a Hold.
FUNDAMENTALS
Fundamentals
TRQZX has more cash in the bank: 22.6B vs. ERSMX (8.62B). 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 : 2.50 vs. ERSMX (-3.43). ERSMX (-15.38) and TRQZX (-15.53) have equivalent 5 years return.
| ERSMX | TRQZX | ERSMX / TRQZX | |
| Total Expense Ratio | 1.37 | 0.00 | - |
| Annual Report Gross Expense Ratio | 1.37 | 0.61 | 225% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 8.978 | 6.591 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.62B | 22.6B | 38% |
| Annual Yield % from dividends | 0.00 | 0.72 | - |
| Returns for 1 year | -3.43 | 2.50 | -137% |
| Returns for 3 years | 7.91 | 7.84 | 101% |
| Returns for 5 years | -15.38 | -15.53 | 99% |
| Returns for 10 years | 19.96 | N/A | - |
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