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DFRAX vs FIQSX
DFRAX vs FIQSX Comparison Chart
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DFRAX vs. FIQSX commentary
May 12, 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 DFRAX is a Hold and FIQSX is a Hold.
FUNDAMENTALS
Fundamentals
FIQSX has more cash in the bank: 14.4B vs. DFRAX (125M). DFRAX (8.20) and FIQSX (8.18) have matching dividends . DFRAX was incepted earlier than FIQSX: DFRAX (18 years) vs FIQSX (7 years). DFRAX (1.31) is less costly to investors than FIQSX (0.67). DFRAX is a more actively managed with annual turnover of: 66.00 vs. FIQSX (41.00). FIQSX has a lower initial minimum investment than DFRAX: FIQSX (0) vs DFRAX (1000). FIQSX annual gain was more profitable for investors over the last year : 5.79 vs. DFRAX (5.10). FIQSX return over 5 years is better than : 45.42 vs. DFRAX (34.69).
| DFRAX | FIQSX | DFRAX / FIQSX | |
| Total Expense Ratio | 1.05 | 0.67 | 157% |
| Annual Report Gross Expense Ratio | 1.31 | 0.67 | 196% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 0.714 | 0.238 | 300% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 125M | 14.4B | 1% |
| Annual Yield % from dividends | 8.20 | 8.18 | 100% |
| Returns for 1 year | 5.10 | 5.79 | 88% |
| Returns for 3 years | 20.93 | 24.45 | 86% |
| Returns for 5 years | 34.69 | 45.42 | 76% |
| Returns for 10 years | 32.81 | N/A | - |
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