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FCKTX vs LIZIX
FCKTX vs LIZIX Comparison Chart in %
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FCKTX vs. LIZIX commentary
Jul 17, 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 FCKTX is a Hold and LIZIX is a Hold.
FUNDAMENTALS
Fundamentals
FCKTX has more cash in the bank: 17.1B vs. LIZIX (4.28B). LIZIX pays higher dividends than FCKTX: LIZIX (1.81) vs FCKTX (1.06). FCKTX was incepted earlier than LIZIX: FCKTX (8 years) vs LIZIX (9 years). FCKTX (0.39) is less costly to investors than LIZIX (0.19). LIZIX is a more actively managed with annual turnover of: 12.00 vs. FCKTX (5.00). FCKTX has a lower initial minimum investment than LIZIX: FCKTX (1000000) vs LIZIX (2000000). LIZIX annual gain was more profitable for investors over the last year : 11.57 vs. FCKTX (10.74). LIZIX return over 5 years is better than : 79.03 vs. FCKTX (48.54).
| FCKTX | LIZIX | FCKTX / LIZIX | |
| Total Expense Ratio | 0.39 | 0.14 | 279% |
| Annual Report Gross Expense Ratio | 0.39 | 0.19 | 205% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 11.267 | 9.972 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 4.28B | 399% |
| Annual Yield % from dividends | 1.06 | 1.81 | 58% |
| Returns for 1 year | 10.74 | 11.57 | 93% |
| Returns for 3 years | 45.78 | 60.43 | 76% |
| Returns for 5 years | 48.54 | 79.03 | 61% |
| Returns for 10 years | N/A | N/A | - |
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