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LSIUX vs TROZX
LSIUX vs TROZX Comparison
Open Charts LSIUX vs TROZX
LSIUX vs TROZX Comparison Chart in %
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LSIUX 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 LSIUX is a Hold and TROZX is a Hold.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 16.9B vs. LSIUX (218M). LSIUX pays higher dividends than TROZX: LSIUX (3.90) vs TROZX (2.95). LSIUX was incepted earlier than TROZX: LSIUX (18 years) vs TROZX (6 years). LSIUX (0.93) is less costly to investors than TROZX (0.65). LSIUX is a more actively managed with annual turnover of: 20.00 vs. TROZX (15.00). TROZX has a lower initial minimum investment than LSIUX: TROZX (0) vs LSIUX (1000000). LSIUX (34.25) and TROZX (32.94) have marching annual gain over last year. TROZX return over 5 years is better than : 97.47 vs. LSIUX (68.42).
| LSIUX | TROZX | LSIUX / TROZX | |
| Total Expense Ratio | 0.80 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.93 | 0.65 | 143% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 14.515 | 12.193 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 16.9B | 1% |
| Annual Yield % from dividends | 3.90 | 2.95 | 132% |
| Returns for 1 year | 34.25 | 32.94 | 104% |
| Returns for 3 years | 72.52 | 93.25 | 78% |
| Returns for 5 years | 68.42 | 97.47 | 70% |
| Returns for 10 years | 135.00 | N/A | - |
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