Interact to see
Advertisement
Advertisement
OTCAX vs TRQZX
OTCAX vs TRQZX Comparison
Open Charts OTCAX vs TRQZX
OTCAX vs TRQZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OTCAX vs. TRQZX commentary
Aug 03, 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 Buy and TRQZX is a Buy.
FUNDAMENTALS
Fundamentals
TRQZX has more cash in the bank: 22.1B vs. OTCAX (13B). TRQZX pays higher dividends than OTCAX: TRQZX (0.72) 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 : -1.07 vs. OTCAX (-16.22). OTCAX return over 5 years is better than : -16.41 vs. TRQZX (-18.68).
| OTCAX | TRQZX | OTCAX / TRQZX | |
| Total Expense Ratio | 1.02 | 0.00 | - |
| Annual Report Gross Expense Ratio | 1.03 | 0.61 | 169% |
| Fund Existence | 33 years | 6 years | - |
| Gain YTD | 2.059 | 2.868 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13B | 22.1B | 59% |
| Annual Yield % from dividends | 0.00 | 0.72 | - |
| Returns for 1 year | -16.22 | -1.07 | 1,512% |
| Returns for 3 years | 1.94 | -1.13 | -172% |
| Returns for 5 years | -16.41 | -18.68 | 88% |
| Returns for 10 years | 75.85 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PMVRX | 16.91 | 0.07 | +0.42% |
| Putnam Sustainable Future R | |||
| FCADX | 61.29 | 0.14 | +0.23% |
| Fidelity Advisor International Discv C | |||
| ISMOX | 3.19 | N/A | N/A |
| Voya MidCap Opportunities Port S | |||
| OSCYX | 26.20 | -0.11 | -0.42% |
| Invesco Main Street Small Cap Y | |||
| FBBAX | 26.19 | -0.35 | -1.32% |
| Fundamental Family Office Allocation A | |||