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FIVMX vs TROZX
FIVMX vs TROZX Comparison
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FIVMX vs TROZX Comparison Chart in %
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FIVMX vs. TROZX 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 FIVMX is a Hold and TROZX is a Hold.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 16.9B vs. FIVMX (4.58B). TROZX pays higher dividends than FIVMX: TROZX (2.95) vs FIVMX (2.03). FIVMX was incepted earlier than TROZX: FIVMX (20 years) vs TROZX (6 years). FIVMX (1.09) is less costly to investors than TROZX (0.65). FIVMX is a more actively managed with annual turnover of: 31.00 vs. TROZX (15.00). FIVMX (0) and TROZX (0) have matching initial minimum investment requirements. TROZX annual gain was more profitable for investors over the last year : 32.94 vs. FIVMX (24.88). TROZX return over 5 years is better than : 97.47 vs. FIVMX (82.38).
| FIVMX | TROZX | FIVMX / TROZX | |
| Total Expense Ratio | 1.09 | 0.00 | - |
| Annual Report Gross Expense Ratio | 1.09 | 0.65 | 168% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | 7.224 | 12.193 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 16.9B | 27% |
| Annual Yield % from dividends | 2.03 | 2.95 | 69% |
| Returns for 1 year | 24.88 | 32.94 | 76% |
| Returns for 3 years | 78.79 | 93.25 | 84% |
| Returns for 5 years | 82.38 | 97.47 | 85% |
| Returns for 10 years | 134.03 | N/A | - |
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