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SPFPX vs TRIZX
SPFPX vs TRIZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRIZX has more cash in the bank: 4.32B vs. SPFPX (64.7M). SPFPX pays higher dividends than TRIZX: SPFPX (9.17) vs TRIZX (8.13). SPFPX was incepted earlier than TRIZX: SPFPX (10 years) vs TRIZX (5 years). SPFPX (1.34) is less costly to investors than TRIZX (0.62). SPFPX is a more actively managed with annual turnover of: 128.00 vs. TRIZX (77.90). TRIZX has a lower initial minimum investment than SPFPX: TRIZX (0) vs SPFPX (2500). TRIZX annual gain was more profitable for investors over the last year : 8.15 vs. SPFPX (2.11). TRIZX return over 5 years is better than : 42.43 vs. SPFPX (23.18).
| SPFPX | TRIZX | SPFPX / TRIZX | |
| Total Expense Ratio | 1.20 | 0.02 | 6,000% |
| Annual Report Gross Expense Ratio | 1.34 | 0.62 | 216% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | -1.402 | 4.198 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.7M | 4.32B | 1% |
| Annual Yield % from dividends | 9.17 | 8.13 | 113% |
| Returns for 1 year | 2.11 | 8.15 | 26% |
| Returns for 3 years | 16.03 | 31.93 | 50% |
| Returns for 5 years | 23.18 | 42.43 | 55% |
| Returns for 10 years | N/A | N/A | - |
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