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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
Sep 05, 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: 774M vs. FAZIX (581M). FOFRX pays higher dividends than FAZIX: FOFRX (3.78) vs FAZIX (2.87). FAZIX was incepted earlier than FOFRX: FAZIX (31 years) vs FOFRX (9 years). FAZIX (1.22) 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 : 4.40 vs. FAZIX (3.62). FOFRX return over 5 years is better than : -2.41 vs. FAZIX (-4.82).
| FAZIX | FOFRX | FAZIX / FOFRX | |
| Total Expense Ratio | 1.22 | 0.53 | 230% |
| Annual Report Gross Expense Ratio | 1.22 | 0.53 | 230% |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | -0.829 | -0.193 | 428% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 581M | 774M | 75% |
| Annual Yield % from dividends | 2.87 | 3.78 | 76% |
| Returns for 1 year | 3.62 | 4.40 | 82% |
| Returns for 3 years | 8.28 | 10.74 | 77% |
| Returns for 5 years | -4.82 | -2.41 | 200% |
| Returns for 10 years | -2.54 | N/A | - |
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