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FALZX vs FOFRX
FALZX vs FOFRX Comparison
Open Charts FALZX vs FOFRX
FALZX vs FOFRX Comparison Chart in %
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FALZX vs. FOFRX commentary
Jun 30, 2026
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 FALZX is a Hold and FOFRX is a Hold.
FUNDAMENTALS
Fundamentals
FOFRX has more cash in the bank: 816M vs. FALZX (169M). FOFRX pays higher dividends than FALZX: FOFRX (3.64) vs FALZX (3.15). FALZX was incepted earlier than FOFRX: FALZX (10 years) vs FOFRX (9 years). FALZX (0.70) is less costly to investors than FOFRX (0.53). FOFRX is a more actively managed with annual turnover of: 16.43 vs. FALZX (15.17). FALZX has a lower initial minimum investment than FOFRX: FALZX (0) vs FOFRX (1000000). FOFRX annual gain was more profitable for investors over the last year : 7.86 vs. FALZX (7.33). FOFRX return over 5 years is better than : 0.25 vs. FALZX (0.07).
| FALZX | FOFRX | FALZX / FOFRX | |
| Total Expense Ratio | 0.65 | 0.53 | 123% |
| Annual Report Gross Expense Ratio | 0.70 | 0.53 | 132% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 2.147 | 2.242 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 816M | 21% |
| Annual Yield % from dividends | 3.15 | 3.64 | 86% |
| Returns for 1 year | 7.33 | 7.86 | 93% |
| Returns for 3 years | 11.14 | 12.07 | 92% |
| Returns for 5 years | 0.07 | 0.25 | 28% |
| Returns for 10 years | N/A | N/A | - |
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