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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
Sep 12, 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 Buy and TROZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 16.8B vs. FIVLX (5.4B). TROZX pays higher dividends than FIVLX: TROZX (2.81) 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 : 23.83 vs. FIVLX (16.89). TROZX return over 5 years is better than : 102.06 vs. FIVLX (85.80).
| 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 | 9.915 | 15.665 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.4B | 16.8B | 32% |
| Annual Yield % from dividends | 2.10 | 2.81 | 74% |
| Returns for 1 year | 16.89 | 23.83 | 71% |
| Returns for 3 years | 79.01 | 94.25 | 84% |
| Returns for 5 years | 85.80 | 102.06 | 84% |
| Returns for 10 years | 126.85 | N/A | - |
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