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FIVLX vs TRIGX
FIVLX vs TRIGX Comparison
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FIVLX vs TRIGX Comparison Chart in %
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FIVLX vs. TRIGX commentary
Jun 24, 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 FIVLX is a Hold and TRIGX is a Hold.
FUNDAMENTALS
Fundamentals
TRIGX has more cash in the bank: 16.9B vs. FIVLX (4.58B). TRIGX pays higher dividends than FIVLX: TRIGX (2.38) vs FIVLX (2.17). FIVLX was incepted earlier than TRIGX: FIVLX (20 years) vs TRIGX (28 years). TRIGX (0.81) and FIVLX (0.80) have similar cost to investors . FIVLX is a more actively managed with annual turnover of: 31.00 vs. TRIGX (15.00). FIVLX has a lower initial minimum investment than TRIGX: FIVLX (0) vs TRIGX (2500). TRIGX annual gain was more profitable for investors over the last year : 31.85 vs. FIVLX (25.24). TRIGX (89.13) and FIVLX (84.97) have equivalent 5 years return.
| FIVLX | TRIGX | FIVLX / TRIGX | |
| Total Expense Ratio | 0.80 | 0.81 | 99% |
| Annual Report Gross Expense Ratio | 0.80 | 0.81 | 99% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 7.365 | 11.775 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 16.9B | 27% |
| Annual Yield % from dividends | 2.17 | 2.38 | 91% |
| Returns for 1 year | 25.24 | 31.85 | 79% |
| Returns for 3 years | 80.47 | 88.48 | 91% |
| Returns for 5 years | 84.97 | 89.13 | 95% |
| Returns for 10 years | 137.35 | 167.74 | 82% |
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