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CFRZX vs FIQSX
CFRZX vs FIQSX Comparison Chart
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CFRZX vs. FIQSX commentary
Apr 28, 2025
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 CFRZX is a Hold and FIQSX is a Hold.
FUNDAMENTALS
Fundamentals
FIQSX has more cash in the bank: 16B vs. CFRZX (727M). FIQSX (8.20) and CFRZX (8.01) have matching dividends . CFRZX was incepted earlier than FIQSX: CFRZX (15 years) vs FIQSX (7 years). CFRZX (0.78) is less costly to investors than FIQSX (0.67). CFRZX is a more actively managed with annual turnover of: 80.00 vs. FIQSX (41.00). FIQSX has a lower initial minimum investment than CFRZX: FIQSX (0) vs CFRZX (2000). CFRZX (5.80) and FIQSX (5.53) have marching annual gain over last year. FIQSX return over 5 years is better than : 44.80 vs. CFRZX (41.60).
| CFRZX | FIQSX | CFRZX / FIQSX | |
| Total Expense Ratio | 0.76 | 0.67 | 113% |
| Annual Report Gross Expense Ratio | 0.78 | 0.67 | 116% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | -0.227 | -0.922 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 727M | 16B | 5% |
| Annual Yield % from dividends | 8.01 | 8.20 | 98% |
| Returns for 1 year | 5.80 | 5.53 | 105% |
| Returns for 3 years | 18.83 | 21.25 | 89% |
| Returns for 5 years | 41.60 | 44.80 | 93% |
| Returns for 10 years | 50.77 | N/A | - |
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