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SAMBX vs TRIZX
SAMBX vs TRIZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRIZX has more cash in the bank: 4.34B vs. SAMBX (1.38B). SAMBX pays higher dividends than TRIZX: SAMBX (8.93) vs TRIZX (8.13). SAMBX was incepted earlier than TRIZX: SAMBX (19 years) vs TRIZX (5 years). SAMBX (0.77) is less costly to investors than TRIZX (0.62). SAMBX is a more actively managed with annual turnover of: 110.00 vs. TRIZX (77.90). TRIZX has a lower initial minimum investment than SAMBX: TRIZX (0) vs SAMBX (100000). TRIZX annual gain was more profitable for investors over the last year : 8.03 vs. SAMBX (6.92). TRIZX return over 5 years is better than : 42.28 vs. SAMBX (37.50).
| SAMBX | TRIZX | SAMBX / TRIZX | |
| Total Expense Ratio | 0.64 | 0.02 | 3,200% |
| Annual Report Gross Expense Ratio | 0.77 | 0.62 | 124% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 2.893 | 4.085 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 4.34B | 32% |
| Annual Yield % from dividends | 8.93 | 8.13 | 110% |
| Returns for 1 year | 6.92 | 8.03 | 86% |
| Returns for 3 years | 27.80 | 31.79 | 87% |
| Returns for 5 years | 37.50 | 42.28 | 89% |
| Returns for 10 years | 55.56 | N/A | - |
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