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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: 4.3B vs. OOSYX (2.86B). OOSYX pays higher dividends than TRIZX: OOSYX (8.90) vs TRIZX (8.25). 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 : 8.50 vs. OOSYX (6.58). OOSYX (46.27) and TRIZX (44.07) 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 | 2.373 | 3.617 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.86B | 4.3B | 67% |
| Annual Yield % from dividends | 8.90 | 8.25 | 108% |
| Returns for 1 year | 6.58 | 8.50 | 77% |
| Returns for 3 years | 30.58 | 34.64 | 88% |
| Returns for 5 years | 46.27 | 44.07 | 105% |
| Returns for 10 years | 49.95 | N/A | - |
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