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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 03, 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 (772M) and TOLZX (772M) 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 annual gain was more profitable for investors over the last year : 1.07 vs. TOLIX (0.96). TOLZX return over 5 years is better than : 3.14 vs. TOLIX (2.95).
| 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 | 7.024 | 7.061 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 772M | 772M | 100% |
| Annual Yield % from dividends | 1.91 | 1.83 | 104% |
| Returns for 1 year | 0.96 | 1.07 | 90% |
| Returns for 3 years | 17.91 | 18.05 | 99% |
| Returns for 5 years | 2.95 | 3.14 | 94% |
| Returns for 10 years | 37.77 | 38.48 | 98% |
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