Interact to see
Advertisement
Advertisement
SFRZX vs TRIZX
SFRZX vs TRIZX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
TRIZX has more cash in the bank: 4.18B vs. SFRZX (1.34B). SFRZX pays higher dividends than TRIZX: SFRZX (8.59) vs TRIZX (7.64). SFRZX was incepted earlier than TRIZX: SFRZX (10 years) vs TRIZX (5 years). SFRZX (0.64) and TRIZX (0.62) have similar cost to investors . SFRZX is a more actively managed with annual turnover of: 110.00 vs. TRIZX (77.90). TRIZX has a lower initial minimum investment than SFRZX: TRIZX (0) vs SFRZX (2500000). TRIZX annual gain was more profitable for investors over the last year : 8.13 vs. SFRZX (6.80). TRIZX return over 5 years is better than : 42.56 vs. SFRZX (39.56).
| SFRZX | TRIZX | SFRZX / TRIZX | |
| Total Expense Ratio | 0.54 | 0.02 | 2,700% |
| Annual Report Gross Expense Ratio | 0.64 | 0.62 | 103% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 0.400 | 1.820 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 4.18B | 32% |
| Annual Yield % from dividends | 8.59 | 7.64 | 112% |
| Returns for 1 year | 6.80 | 8.13 | 84% |
| Returns for 3 years | 24.64 | 29.25 | 84% |
| Returns for 5 years | 39.56 | 42.56 | 93% |
| Returns for 10 years | 52.61 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement