TOLSX
Price
$16.45
Change
+$0.08 (+0.49%)
Updated
Jul 13 closing price
Net Assets
787.14M
TOLZX
Price
$16.47
Change
+$0.08 (+0.49%)
Updated
Jul 13 closing price
Net Assets
787.14M
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TOLSX vs TOLZX

TOLSX vs TOLZX Comparison Chart in %
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TOLSX vs. TOLZX commentary
Jul 14, 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 TOLSX is a Buy and TOLZX is a Buy.

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FUNDAMENTALS
Fundamentals
TOLSX (787M) and TOLZX (787M) have equal amount of cash in the bank . TOLSX (1.88) and TOLZX (1.83) have matching dividends . TOLSX was incepted earlier than TOLZX: TOLSX (18 years) vs TOLZX (12 years). TOLSX (1.10) is less costly to investors than TOLZX (0.94). TOLSX (59.00) and TOLZX (59.00) have comparable annual turnover. TOLZX has a lower initial minimum investment than TOLSX: TOLZX (0) vs TOLSX (2500). TOLZX annual gain was more profitable for investors over the last year : 2.25 vs. TOLSX (2.10). TOLZX return over 5 years is better than : 3.49 vs. TOLSX (2.84).
TOLSXTOLZXTOLSX / TOLZX
Total Expense Ratio1.040.94111%
Annual Report Gross Expense Ratio1.100.94117%
Fund Existence18 years12 years-
Gain YTD7.8637.91799%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets787M787M100%
Annual Yield % from dividends1.881.83102%
Returns for 1 year2.102.2594%
Returns for 3 years17.0417.4897%
Returns for 5 years2.843.4981%
Returns for 10 years36.3138.1495%
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