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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
Sep 13, 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 Buy and TROZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 16.8B vs. SBIYX (215M). SBIYX pays higher dividends than TROZX: SBIYX (3.69) vs TROZX (2.81). 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 : 23.83 vs. SBIYX (22.45). TROZX return over 5 years is better than : 102.06 vs. SBIYX (71.28).
| 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 | 14.361 | 15.665 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 16.8B | 1% |
| Annual Yield % from dividends | 3.69 | 2.81 | 131% |
| Returns for 1 year | 22.45 | 23.83 | 94% |
| Returns for 3 years | 69.21 | 94.25 | 73% |
| Returns for 5 years | 71.28 | 102.06 | 70% |
| Returns for 10 years | 113.88 | N/A | - |
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