Interact to see
Advertisement
Advertisement
FIVMX vs TROZX
FIVMX vs TROZX Comparison
Open Charts FIVMX vs TROZX
FIVMX vs TROZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIVMX vs. TROZX commentary
Sep 13, 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 Buy and TROZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 16.8B vs. FIVMX (5.4B). TROZX pays higher dividends than FIVMX: TROZX (2.81) vs FIVMX (1.96). 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 : 23.83 vs. FIVMX (16.49). TROZX return over 5 years is better than : 102.06 vs. FIVMX (83.28).
| 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 | 9.703 | 15.665 | 62% |
| Front Load | 6% | 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 | 1.96 | 2.81 | 70% |
| Returns for 1 year | 16.49 | 23.83 | 69% |
| Returns for 3 years | 77.42 | 94.25 | 82% |
| Returns for 5 years | 83.28 | 102.06 | 82% |
| Returns for 10 years | 123.54 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement