OTCAX
Price
$26.30
Change
-$0.30 (-1.13%)
Updated
Jul 13 closing price
Net Assets
13.62B
TRQZX
Price
$102.06
Change
-$0.39 (-0.38%)
Updated
Jul 13 closing price
Net Assets
22.63B
Interact to see
Advertisement

OTCAX vs TRQZX

OTCAX vs TRQZX Comparison Chart in %
View a ticker or compare two or three
VS
OTCAX vs. TRQZX commentary
Jul 14, 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 OTCAX is a StrongBuy and TRQZX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
TRQZX has more cash in the bank: 22.6B vs. OTCAX (13.6B). TRQZX pays higher dividends than OTCAX: TRQZX (0.71) vs OTCAX (0.00). OTCAX was incepted earlier than TRQZX: OTCAX (33 years) vs TRQZX (6 years). OTCAX (1.03) is less costly to investors than TRQZX (0.61). OTCAX is a more actively managed with annual turnover of: 54.00 vs. TRQZX (31.50). TRQZX has a lower initial minimum investment than OTCAX: TRQZX (0) vs OTCAX (1000). TRQZX annual gain was more profitable for investors over the last year : 0.41 vs. OTCAX (-12.18). OTCAX return over 5 years is better than : -10.17 vs. TRQZX (-15.50).
OTCAXTRQZXOTCAX / TRQZX
Total Expense Ratio1.020.00-
Annual Report Gross Expense Ratio1.030.61169%
Fund Existence33 years6 years-
Gain YTD5.3054.201126%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets13.6B22.6B60%
Annual Yield % from dividends0.000.71-
Returns for 1 year-12.180.41-2,948%
Returns for 3 years4.971.72289%
Returns for 5 years-10.17-15.5066%
Returns for 10 years81.82N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PAGEX18.47N/A
N/A
T. Rowe Price Global Real Estate Adv
EAEAX42.78N/A
N/A
Eaton Vance Tax-Managed Eq Aset Allc A
NBGUX31.38N/A
N/A
Neuberger Large Cap Growth Adv
VMVLX324.42N/A
N/A
Vanguard Mega Cap Value Index Instl
RPFCX74.43N/A
N/A
Davis Balanced Fund A