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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
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 FIVLX is a StrongBuy and TRIGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRIGX has more cash in the bank: 17.3B vs. FIVLX (5.15B). TRIGX pays higher dividends than FIVLX: TRIGX (2.29) vs FIVLX (2.10). 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 : 27.69 vs. FIVLX (19.52). TRIGX return over 5 years is better than : 102.01 vs. FIVLX (91.36).
| 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 | 10.482 | 17.452 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.15B | 17.3B | 30% |
| Annual Yield % from dividends | 2.10 | 2.29 | 92% |
| Returns for 1 year | 19.52 | 27.69 | 70% |
| Returns for 3 years | 84.68 | 96.38 | 88% |
| Returns for 5 years | 91.36 | 102.01 | 90% |
| Returns for 10 years | 124.30 | 155.73 | 80% |
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