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SRYRX vs TRLDX
SRYRX vs TRLDX Comparison
Open Charts SRYRX vs TRLDX
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SRYRX vs TRLDX Comparison Chart
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SRYRX vs. TRLDX commentary
Sep 23, 2024
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 SRYRX is a Hold and TRLDX is a Hold.
FUNDAMENTALS
Fundamentals
TRLDX has more cash in the bank: 8.83B vs. SRYRX (386M). TRLDX pays higher dividends than SRYRX: TRLDX (4.24) vs SRYRX (2.65). SRYRX was incepted earlier than TRLDX: SRYRX (10 years) vs TRLDX (9 years). TRLDX is a more actively managed with annual turnover of: 155.90 vs. SRYRX (31.00). SRYRX has a lower initial minimum investment than TRLDX: SRYRX (100000) vs TRLDX (500000). SRYRX (7.64) and TRLDX (7.60) have marching annual gain over last year. SRYRX return over 5 years is better than : 16.23 vs. TRLDX (12.70).
| SRYRX | TRLDX | SRYRX / TRLDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 4.863 | 4.846 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 500000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 8.83B | 4% |
| Annual Yield % from dividends | 2.65 | 4.24 | 63% |
| Returns for 1 year | 7.64 | 7.60 | 100% |
| Returns for 3 years | 5.05 | 2.37 | 213% |
| Returns for 5 years | 16.23 | 12.70 | 128% |
| Returns for 10 years | N/A | N/A | - |
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