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FIVLX vs TROZX
FIVLX vs TROZX Comparison
Open Charts FIVLX vs TROZX
FIVLX vs TROZX Comparison Chart in %
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FIVLX vs. TROZX 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 TROZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 17.3B vs. FIVLX (5.15B). TROZX pays higher dividends than FIVLX: TROZX (2.83) vs FIVLX (2.10). FIVLX was incepted earlier than TROZX: FIVLX (20 years) vs TROZX (6 years). FIVLX (0.80) is less costly to investors than TROZX (0.65). FIVLX is a more actively managed with annual turnover of: 31.00 vs. TROZX (15.00). FIVLX (0) and TROZX (0) have matching initial minimum investment requirements. TROZX annual gain was more profitable for investors over the last year : 28.78 vs. FIVLX (19.52). TROZX return over 5 years is better than : 110.86 vs. FIVLX (91.36).
| FIVLX | TROZX | FIVLX / TROZX | |
| Total Expense Ratio | 0.80 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.80 | 0.65 | 123% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | 10.482 | 18.078 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.15B | 17.3B | 30% |
| Annual Yield % from dividends | 2.10 | 2.83 | 74% |
| Returns for 1 year | 19.52 | 28.78 | 68% |
| Returns for 3 years | 84.68 | 101.40 | 84% |
| Returns for 5 years | 91.36 | 110.86 | 82% |
| Returns for 10 years | 124.30 | N/A | - |
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