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FIVQX vs TROZX
FIVQX vs TROZX Comparison
Open Charts FIVQX vs TROZX
FIVQX vs TROZX Comparison Chart in %
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FIVQX vs. TROZX commentary
Aug 03, 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 FIVQX is a Hold and TROZX is a Buy.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 17B vs. FIVQX (5.15B). TROZX pays higher dividends than FIVQX: TROZX (2.83) vs FIVQX (2.15). FIVQX was incepted earlier than TROZX: FIVQX (20 years) vs TROZX (6 years). FIVQX (0.84) is less costly to investors than TROZX (0.65). FIVQX is a more actively managed with annual turnover of: 31.00 vs. TROZX (15.00). FIVQX (0) and TROZX (0) have matching initial minimum investment requirements. TROZX annual gain was more profitable for investors over the last year : 33.46 vs. FIVQX (26.23). TROZX return over 5 years is better than : 108.08 vs. FIVQX (90.80).
| FIVQX | TROZX | FIVQX / TROZX | |
| Total Expense Ratio | 0.84 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.84 | 0.65 | 129% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | 10.686 | 16.300 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.15B | 17B | 30% |
| Annual Yield % from dividends | 2.15 | 2.83 | 76% |
| Returns for 1 year | 26.23 | 33.46 | 78% |
| Returns for 3 years | 77.58 | 90.67 | 86% |
| Returns for 5 years | 90.80 | 108.08 | 84% |
| Returns for 10 years | 130.93 | N/A | - |
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