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TOLIX vs TOLZX
TOLIX vs TOLZX Comparison
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TOLIX vs TOLZX Comparison Chart in %
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TOLIX vs. TOLZX commentary
Jun 27, 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 TOLIX is a Buy and TOLZX is a Buy.
FUNDAMENTALS
Fundamentals
TOLIX (800M) and TOLZX (800M) have equal amount of cash in the bank . TOLZX (2.01) and TOLIX (1.95) have matching dividends . TOLIX was incepted earlier than TOLZX: TOLIX (18 years) vs TOLZX (12 years). TOLIX (1.04) is less costly to investors than TOLZX (0.94). TOLIX (59.00) and TOLZX (59.00) have comparable annual turnover. TOLZX has a lower initial minimum investment than TOLIX: TOLZX (0) vs TOLIX (1000000). TOLZX (1.88) and TOLIX (1.84) have marching annual gain over last year. TOLZX (4.45) and TOLIX (4.26) have equivalent 5 years return.
| TOLIX | TOLZX | TOLIX / TOLZX | |
| Total Expense Ratio | 0.94 | 0.94 | 100% |
| Annual Report Gross Expense Ratio | 1.04 | 0.94 | 111% |
| Fund Existence | 18 years | 12 years | - |
| Gain YTD | 9.066 | 9.103 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 800M | 100% |
| Annual Yield % from dividends | 1.95 | 2.01 | 97% |
| Returns for 1 year | 1.84 | 1.88 | 98% |
| Returns for 3 years | 21.39 | 21.53 | 99% |
| Returns for 5 years | 4.26 | 4.45 | 96% |
| Returns for 10 years | 44.93 | 45.78 | 98% |
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