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OOSYX vs TRIZX
OOSYX vs TRIZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRIZX has more cash in the bank: 4.23B vs. OOSYX (2.86B). OOSYX pays higher dividends than TRIZX: OOSYX (9.02) vs TRIZX (8.33). OOSYX was incepted earlier than TRIZX: OOSYX (20 years) vs TRIZX (5 years). OOSYX (0.84) is less costly to investors than TRIZX (0.62). TRIZX is a more actively managed with annual turnover of: 77.90 vs. OOSYX (48.00). TRIZX has a lower initial minimum investment than OOSYX: TRIZX (0) vs OOSYX (1000). TRIZX annual gain was more profitable for investors over the last year : 7.98 vs. OOSYX (6.52). OOSYX (44.04) and TRIZX (41.99) have equivalent 5 years return.
| OOSYX | TRIZX | OOSYX / TRIZX | |
| Total Expense Ratio | 0.84 | 0.02 | 4,200% |
| Annual Report Gross Expense Ratio | 0.84 | 0.62 | 135% |
| Fund Existence | 20 years | 5 years | - |
| Gain YTD | 1.376 | 2.411 | 57% |
| Front Load | N/A | 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 | 9.02 | 8.33 | 108% |
| Returns for 1 year | 6.52 | 7.98 | 82% |
| Returns for 3 years | 27.39 | 31.73 | 86% |
| Returns for 5 years | 44.04 | 41.99 | 105% |
| Returns for 10 years | 48.67 | N/A | - |
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