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SFHIX vs TRIZX
SFHIX vs TRIZX Comparison Chart
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FUNDAMENTALS
Fundamentals
TRIZX has more cash in the bank: 4.08B vs. SFHIX (272M). TRIZX pays higher dividends than SFHIX: TRIZX (8.56) vs SFHIX (7.95). SFHIX was incepted earlier than TRIZX: SFHIX (11 years) vs TRIZX (5 years). SFHIX (0.71) is less costly to investors than TRIZX (0.62). TRIZX is a more actively managed with annual turnover of: 77.90 vs. SFHIX (70.00). TRIZX has a lower initial minimum investment than SFHIX: TRIZX (0) vs SFHIX (1000000). TRIZX annual gain was more profitable for investors over the last year : 7.31 vs. SFHIX (5.98). TRIZX return over 5 years is better than : 46.05 vs. SFHIX (39.51).
| SFHIX | TRIZX | SFHIX / TRIZX | |
| Total Expense Ratio | 0.54 | 0.02 | 2,700% |
| Annual Report Gross Expense Ratio | 0.71 | 0.62 | 115% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 0.571 | 0.828 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 272M | 4.08B | 7% |
| Annual Yield % from dividends | 7.95 | 8.56 | 93% |
| Returns for 1 year | 5.98 | 7.31 | 82% |
| Returns for 3 years | 20.99 | 25.51 | 82% |
| Returns for 5 years | 39.51 | 46.05 | 86% |
| Returns for 10 years | 50.36 | N/A | - |