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OOSIX vs TRIZX
OOSIX vs TRIZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRIZX has more cash in the bank: 4.3B vs. OOSIX (2.86B). OOSIX pays higher dividends than TRIZX: OOSIX (8.98) vs TRIZX (8.25). OOSIX was incepted earlier than TRIZX: OOSIX (13 years) vs TRIZX (5 years). OOSIX (0.75) is less costly to investors than TRIZX (0.62). TRIZX is a more actively managed with annual turnover of: 77.90 vs. OOSIX (48.00). TRIZX has a lower initial minimum investment than OOSIX: TRIZX (0) vs OOSIX (1000000). TRIZX annual gain was more profitable for investors over the last year : 8.50 vs. OOSIX (6.68). OOSIX return over 5 years is better than : 46.92 vs. TRIZX (44.07).
| OOSIX | TRIZX | OOSIX / TRIZX | |
| Total Expense Ratio | 0.75 | 0.02 | 3,750% |
| Annual Report Gross Expense Ratio | 0.75 | 0.62 | 121% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 2.418 | 3.617 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.86B | 4.3B | 67% |
| Annual Yield % from dividends | 8.98 | 8.25 | 109% |
| Returns for 1 year | 6.68 | 8.50 | 79% |
| Returns for 3 years | 30.90 | 34.64 | 89% |
| Returns for 5 years | 46.92 | 44.07 | 106% |
| Returns for 10 years | 51.30 | N/A | - |
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