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LIDAX vs TROZX
LIDAX vs TROZX Comparison
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LIDAX vs TROZX Comparison Chart in %
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LIDAX 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 LIDAX is a Buy and TROZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 16.8B vs. LIDAX (548M). TROZX pays higher dividends than LIDAX: TROZX (2.81) vs LIDAX (2.22). LIDAX was incepted earlier than TROZX: LIDAX (18 years) vs TROZX (6 years). LIDAX (0.98) is less costly to investors than TROZX (0.65). LIDAX is a more actively managed with annual turnover of: 66.00 vs. TROZX (15.00). TROZX has a lower initial minimum investment than LIDAX: TROZX (0) vs LIDAX (1500). LIDAX annual gain was more profitable for investors over the last year : 25.46 vs. TROZX (23.83). TROZX return over 5 years is better than : 102.06 vs. LIDAX (68.70).
| LIDAX | TROZX | LIDAX / TROZX | |
| Total Expense Ratio | 0.98 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.98 | 0.65 | 151% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 16.207 | 15.665 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 548M | 16.8B | 3% |
| Annual Yield % from dividends | 2.22 | 2.81 | 79% |
| Returns for 1 year | 25.46 | 23.83 | 107% |
| Returns for 3 years | 80.59 | 94.25 | 86% |
| Returns for 5 years | 68.70 | 102.06 | 67% |
| Returns for 10 years | 120.86 | N/A | - |
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