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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
Aug 23, 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 Hold and TOLZX is a Hold.
FUNDAMENTALS
Fundamentals
TOLIX (735M) and TOLZX (735M) have equal amount of cash in the bank . TOLIX (1.91) and TOLZX (1.83) 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 (-2.81) and TOLIX (-2.85) have marching annual gain over last year. TOLZX return over 5 years is better than : 0.22 vs. TOLIX (0.03).
| 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 | 5.112 | 5.152 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 735M | 735M | 100% |
| Annual Yield % from dividends | 1.91 | 1.83 | 104% |
| Returns for 1 year | -2.85 | -2.81 | 102% |
| Returns for 3 years | 21.99 | 22.13 | 99% |
| Returns for 5 years | 0.03 | 0.22 | 13% |
| Returns for 10 years | 34.56 | 35.26 | 98% |
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