TOLCX
Price
$15.33
Change
-$0.19 (-1.22%)
Updated
Sep 11 closing price
Net Assets
722.43M
TOLZX
Price
$15.60
Change
-$0.19 (-1.20%)
Updated
Sep 11 closing price
Net Assets
712.6M
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TOLCX vs TOLZX

TOLCX vs TOLZX Comparison Chart in %
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TOLCX vs. TOLZX commentary
Sep 13, 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 TOLCX is a Hold and TOLZX is a Hold.

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FUNDAMENTALS
Fundamentals
TOLCX (722M) and TOLZX (713M) have equal amount of cash in the bank . TOLZX pays higher dividends than TOLCX: TOLZX (1.87) vs TOLCX (1.03). TOLCX was incepted earlier than TOLZX: TOLCX (18 years) vs TOLZX (12 years). TOLCX (2.08) is less costly to investors than TOLZX (0.94). TOLCX (59.00) and TOLZX (59.00) have comparable annual turnover. TOLZX has a lower initial minimum investment than TOLCX: TOLZX (0) vs TOLCX (1000). TOLZX annual gain was more profitable for investors over the last year : -4.55 vs. TOLCX (-5.68). TOLZX return over 5 years is better than : -1.61 vs. TOLCX (-6.85).
TOLCXTOLZXTOLCX / TOLZX
Total Expense Ratio1.940.94206%
Annual Report Gross Expense Ratio2.080.94221%
Fund Existence18 years12 years-
Gain YTD1.9232.65073%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets722M713M101%
Annual Yield % from dividends1.031.8755%
Returns for 1 year-5.68-4.55125%
Returns for 3 years14.8018.6379%
Returns for 5 years-6.85-1.61425%
Returns for 10 years22.6336.7662%
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