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SFRZX vs TRIZX
SFRZX vs TRIZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRIZX has more cash in the bank: 4.34B vs. SFRZX (1.38B). SFRZX pays higher dividends than TRIZX: SFRZX (9.03) vs TRIZX (8.13). SFRZX was incepted earlier than TRIZX: SFRZX (11 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 : 8.03 vs. SFRZX (7.03). TRIZX return over 5 years is better than : 42.28 vs. SFRZX (38.36).
| 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 | 11 years | 5 years | - |
| Gain YTD | 2.957 | 4.085 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 4.34B | 32% |
| Annual Yield % from dividends | 9.03 | 8.13 | 111% |
| Returns for 1 year | 7.03 | 8.03 | 88% |
| Returns for 3 years | 28.19 | 31.79 | 89% |
| Returns for 5 years | 38.36 | 42.28 | 91% |
| Returns for 10 years | 57.18 | N/A | - |
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