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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
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 17B vs. FIVMX (4.72B). 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 : 29.33 vs. FIVMX (22.99). TROZX return over 5 years is better than : 100.86 vs. FIVMX (84.35).
| 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 | 8.499 | 13.336 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.72B | 17B | 28% |
| Annual Yield % from dividends | 2.03 | 2.95 | 69% |
| Returns for 1 year | 22.99 | 29.33 | 78% |
| Returns for 3 years | 73.80 | 87.69 | 84% |
| Returns for 5 years | 84.35 | 100.86 | 84% |
| Returns for 10 years | 125.69 | N/A | - |
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