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OOSAX vs TRIZX
OOSAX vs TRIZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRIZX has more cash in the bank: 4.23B vs. OOSAX (2.86B). OOSAX pays higher dividends than TRIZX: OOSAX (8.76) vs TRIZX (8.33). OOSAX was incepted earlier than TRIZX: OOSAX (26 years) vs TRIZX (5 years). OOSAX (1.09) is less costly to investors than TRIZX (0.62). TRIZX is a more actively managed with annual turnover of: 77.90 vs. OOSAX (48.00). TRIZX has a lower initial minimum investment than OOSAX: TRIZX (0) vs OOSAX (1000). TRIZX annual gain was more profitable for investors over the last year : 7.98 vs. OOSAX (6.25). OOSAX (42.24) and TRIZX (41.99) have equivalent 5 years return.
| OOSAX | TRIZX | OOSAX / TRIZX | |
| Total Expense Ratio | 1.09 | 0.02 | 5,450% |
| Annual Report Gross Expense Ratio | 1.09 | 0.62 | 176% |
| Fund Existence | 26 years | 5 years | - |
| Gain YTD | 1.272 | 2.411 | 53% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.86B | 4.23B | 68% |
| Annual Yield % from dividends | 8.76 | 8.33 | 105% |
| Returns for 1 year | 6.25 | 7.98 | 78% |
| Returns for 3 years | 26.43 | 31.73 | 83% |
| Returns for 5 years | 42.24 | 41.99 | 101% |
| Returns for 10 years | 44.85 | N/A | - |
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