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FAZIX vs FOFRX
FAZIX vs FOFRX Comparison
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FAZIX vs FOFRX Comparison Chart in %
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FAZIX vs. FOFRX commentary
Jul 01, 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 FAZIX is a Hold and FOFRX is a Hold.
FUNDAMENTALS
Fundamentals
FOFRX has more cash in the bank: 817M vs. FAZIX (608M). FOFRX pays higher dividends than FAZIX: FOFRX (3.64) vs FAZIX (2.77). FAZIX was incepted earlier than FOFRX: FAZIX (31 years) vs FOFRX (9 years). FAZIX (1.21) is less costly to investors than FOFRX (0.53). FAZIX is a more actively managed with annual turnover of: 17.42 vs. FOFRX (16.43). FAZIX has a lower initial minimum investment than FOFRX: FAZIX (1000) vs FOFRX (1000000). FOFRX annual gain was more profitable for investors over the last year : 7.43 vs. FAZIX (6.98). FOFRX return over 5 years is better than : 0.26 vs. FAZIX (-1.71).
| FAZIX | FOFRX | FAZIX / FOFRX | |
| Total Expense Ratio | 1.21 | 0.53 | 228% |
| Annual Report Gross Expense Ratio | 1.21 | 0.53 | 228% |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | 2.208 | 2.339 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 608M | 817M | 74% |
| Annual Yield % from dividends | 2.77 | 3.64 | 76% |
| Returns for 1 year | 6.98 | 7.43 | 94% |
| Returns for 3 years | 10.37 | 12.18 | 85% |
| Returns for 5 years | -1.71 | 0.26 | -651% |
| Returns for 10 years | -0.16 | N/A | - |
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