Ad is loading...
EFRRX vs FIQSX
EFRRX vs FIQSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EFRRX vs. FIQSX commentary
Apr 27, 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: 16B vs. EFRRX (5.57B). EFRRX pays higher dividends than FIQSX: EFRRX (8.75) vs FIQSX (8.20). EFRRX was incepted earlier than FIQSX: EFRRX (6 years) vs FIQSX (7 years). EFRRX (2.53) 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). EFRRX (5.74) and FIQSX (5.53) have marching annual gain over last year. EFRRX (46.32) and FIQSX (44.80) have equivalent 5 years return.
| EFRRX | FIQSX | EFRRX / FIQSX | |
| Total Expense Ratio | 2.53 | 0.67 | 378% |
| Annual Report Gross Expense Ratio | 2.53 | 0.67 | 378% |
| Fund Existence | 6 years | 7 years | - |
| Gain YTD | -1.038 | -0.922 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.57B | 16B | 35% |
| Annual Yield % from dividends | 8.75 | 8.20 | 107% |
| Returns for 1 year | 5.74 | 5.53 | 104% |
| Returns for 3 years | 20.89 | 21.25 | 98% |
| Returns for 5 years | 46.32 | 44.80 | 103% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers