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SMXAX vs TRQZX
SMXAX vs TRQZX Comparison
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SMXAX vs TRQZX Comparison Chart in %
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SMXAX vs. TRQZX commentary
Aug 03, 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 SMXAX is a Buy and TRQZX is a Buy.
FUNDAMENTALS
Fundamentals
TRQZX has more cash in the bank: 22.1B vs. SMXAX (1.23B). SMXAX pays higher dividends than TRQZX: SMXAX (1.07) vs TRQZX (0.72). SMXAX was incepted earlier than TRQZX: SMXAX (13 years) vs TRQZX (6 years). TRQZX (0.61) is less costly to investors than SMXAX (0.20). TRQZX is a more actively managed with annual turnover of: 31.50 vs. SMXAX (21.00). TRQZX has a lower initial minimum investment than SMXAX: TRQZX (0) vs SMXAX (100000). SMXAX annual gain was more profitable for investors over the last year : 10.67 vs. TRQZX (-1.07). SMXAX return over 5 years is better than : -8.93 vs. TRQZX (-18.68).
| SMXAX | TRQZX | SMXAX / TRQZX | |
| Total Expense Ratio | 0.06 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.20 | 0.61 | 33% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 13.390 | 2.868 | 467% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 22.1B | 6% |
| Annual Yield % from dividends | 1.07 | 0.72 | 149% |
| Returns for 1 year | 10.67 | -1.07 | -994% |
| Returns for 3 years | 27.70 | -1.13 | -2,454% |
| Returns for 5 years | -8.93 | -18.68 | 48% |
| Returns for 10 years | 77.54 | N/A | - |
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