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FCHTX vs FIOFX
FCHTX vs FIOFX Comparison Chart
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FCHTX vs. FIOFX commentary
May 13, 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 FCHTX is a Hold and FIOFX is a Hold.
FUNDAMENTALS
Fundamentals
FCHTX has more cash in the bank: 38.4B vs. FIOFX (21.3B). FIOFX pays higher dividends than FCHTX: FIOFX (1.98) vs FCHTX (1.47). FCHTX was incepted earlier than FIOFX: FCHTX (8 years) vs FIOFX (16 years). FCHTX (0.37) is less costly to investors than FIOFX (0.12). FIOFX is a more actively managed with annual turnover of: 8.00 vs. FCHTX (5.00). FIOFX has a lower initial minimum investment than FCHTX: FIOFX (0) vs FCHTX (1000000). FIOFX annual gain was more profitable for investors over the last year : 8.98 vs. FCHTX (6.68). FIOFX return over 5 years is better than : 74.16 vs. FCHTX (50.29).
| FCHTX | FIOFX | FCHTX / FIOFX | |
| Total Expense Ratio | 0.37 | 0.12 | 308% |
| Annual Report Gross Expense Ratio | 0.37 | 0.12 | 308% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 1.328 | 1.890 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.4B | 21.3B | 180% |
| Annual Yield % from dividends | 1.47 | 1.98 | 74% |
| Returns for 1 year | 6.68 | 8.98 | 74% |
| Returns for 3 years | 24.18 | 35.29 | 69% |
| Returns for 5 years | 50.29 | 74.16 | 68% |
| Returns for 10 years | N/A | 76.40 | - |
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