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SBIYX vs TROZX
SBIYX vs TROZX Comparison
Open Charts SBIYX vs TROZX
SBIYX vs TROZX Comparison Chart in %
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SBIYX vs. TROZX 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 SBIYX is a Hold and TROZX is a Buy.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 17B vs. SBIYX (217M). SBIYX pays higher dividends than TROZX: SBIYX (3.72) vs TROZX (2.83). SBIYX was incepted earlier than TROZX: SBIYX (20 years) vs TROZX (6 years). SBIYX (1.02) is less costly to investors than TROZX (0.65). SBIYX is a more actively managed with annual turnover of: 20.00 vs. TROZX (15.00). TROZX has a lower initial minimum investment than SBIYX: TROZX (0) vs SBIYX (1000000). TROZX annual gain was more profitable for investors over the last year : 33.46 vs. SBIYX (30.16). TROZX return over 5 years is better than : 108.08 vs. SBIYX (70.95).
| SBIYX | TROZX | SBIYX / TROZX | |
| Total Expense Ratio | 0.90 | 0.00 | - |
| Annual Report Gross Expense Ratio | 1.02 | 0.65 | 157% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | 14.660 | 16.300 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 17B | 1% |
| Annual Yield % from dividends | 3.72 | 2.83 | 131% |
| Returns for 1 year | 30.16 | 33.46 | 90% |
| Returns for 3 years | 64.29 | 90.67 | 71% |
| Returns for 5 years | 70.95 | 108.08 | 66% |
| Returns for 10 years | 120.76 | N/A | - |
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