Interact to see
Advertisement
Advertisement
EFRRX vs FIQSX
EFRRX vs FIQSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EFRRX vs. FIQSX commentary
Oct 26, 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 EFRRX is a Hold and FIQSX is a Hold.
FUNDAMENTALS
Fundamentals
FIQSX has more cash in the bank: 15.2B vs. EFRRX (5.11B). FIQSX (7.63) and EFRRX (7.53) have matching dividends . EFRRX was incepted earlier than FIQSX: EFRRX (6 years) vs FIQSX (7 years). EFRRX (2.35) is less costly to investors than FIQSX (0.67). FIQSX is a more actively managed with annual turnover of: 41.00 vs. EFRRX (35.00). FIQSX has a lower initial minimum investment than EFRRX: FIQSX (0) vs EFRRX (5000000). FIQSX annual gain was more profitable for investors over the last year : 5.82 vs. EFRRX (4.86). FIQSX return over 5 years is better than : 38.45 vs. EFRRX (36.31).
| EFRRX | FIQSX | EFRRX / FIQSX | |
| Total Expense Ratio | 2.35 | 0.67 | 351% |
| Annual Report Gross Expense Ratio | 2.35 | 0.67 | 351% |
| Fund Existence | 6 years | 7 years | - |
| Gain YTD | 2.685 | 3.616 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.11B | 15.2B | 34% |
| Annual Yield % from dividends | 7.53 | 7.63 | 99% |
| Returns for 1 year | 4.86 | 5.82 | 83% |
| Returns for 3 years | 32.10 | 29.97 | 107% |
| Returns for 5 years | 36.31 | 38.45 | 94% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers