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SFHIX vs TRIZX
SFHIX vs TRIZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRIZX has more cash in the bank: 4.3B vs. SFHIX (280M). TRIZX pays higher dividends than SFHIX: TRIZX (8.25) vs SFHIX (7.79). SFHIX was incepted earlier than TRIZX: SFHIX (11 years) vs TRIZX (5 years). SFHIX (0.73) 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 : 8.50 vs. SFHIX (7.57). TRIZX return over 5 years is better than : 44.07 vs. SFHIX (36.38).
| SFHIX | TRIZX | SFHIX / TRIZX | |
| Total Expense Ratio | 0.55 | 0.02 | 2,750% |
| Annual Report Gross Expense Ratio | 0.73 | 0.62 | 118% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 3.548 | 3.617 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 4.3B | 7% |
| Annual Yield % from dividends | 7.79 | 8.25 | 94% |
| Returns for 1 year | 7.57 | 8.50 | 89% |
| Returns for 3 years | 29.54 | 34.64 | 85% |
| Returns for 5 years | 36.38 | 44.07 | 83% |
| Returns for 10 years | 54.74 | N/A | - |
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