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FCLAX vs FSRFX
FCLAX vs FSRFX Comparison
Open Charts FCLAX vs FSRFX
FCLAX vs FSRFX Comparison Chart in %
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FCLAX vs. FSRFX commentary
Sep 10, 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 FCLAX is a Hold and FSRFX is a Hold.
FUNDAMENTALS
Fundamentals
FCLAX has more cash in the bank: 2.08B vs. FSRFX (512M). FSRFX pays higher dividends than FCLAX: FSRFX (0.82) vs FCLAX (0.00). FCLAX was incepted earlier than FSRFX: FCLAX (30 years) vs FSRFX (40 years). FCLAX (0.98) is less costly to investors than FSRFX (0.68). FSRFX is a more actively managed with annual turnover of: 40.00 vs. FCLAX (29.00). FCLAX (0) and FSRFX (0) have matching initial minimum investment requirements. FCLAX annual gain was more profitable for investors over the last year : 16.28 vs. FSRFX (13.40). FCLAX return over 5 years is better than : 38.76 vs. FSRFX (16.77).
| FCLAX | FSRFX | FCLAX / FSRFX | |
| Total Expense Ratio | 0.98 | 0.68 | 144% |
| Annual Report Gross Expense Ratio | 0.98 | 0.68 | 144% |
| Fund Existence | 30 years | 40 years | - |
| Gain YTD | 13.998 | 7.904 | 177% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 512M | 406% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | 16.28 | 13.40 | 121% |
| Returns for 3 years | 67.76 | 25.22 | 269% |
| Returns for 5 years | 38.76 | 16.77 | 231% |
| Returns for 10 years | 84.00 | 61.62 | 136% |
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