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CFRZX vs FIQSX
CFRZX vs FIQSX Comparison Chart
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CFRZX vs. FIQSX commentary
May 25, 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: 14.4B vs. CFRZX (744M). FIQSX (8.18) and CFRZX (7.92) 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 annual gain was more profitable for investors over the last year : 6.65 vs. FIQSX (6.14). FIQSX return over 5 years is better than : 43.37 vs. CFRZX (40.41).
| 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 | 1.403 | 0.458 | 306% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 744M | 14.4B | 5% |
| Annual Yield % from dividends | 7.92 | 8.18 | 97% |
| Returns for 1 year | 6.65 | 6.14 | 108% |
| Returns for 3 years | 25.36 | 26.93 | 94% |
| Returns for 5 years | 40.41 | 43.37 | 93% |
| Returns for 10 years | 52.89 | N/A | - |
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