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FCOZX vs FMQTX
FCOZX vs FMQTX Comparison
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FCOZX vs FMQTX Comparison Chart in %
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FCOZX vs. FMQTX commentary
Jun 08, 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 FCOZX is a Hold and FMQTX is a Hold.
FUNDAMENTALS
Fundamentals
FMQTX has more cash in the bank: 668M vs. FCOZX (486M). FCOZX pays higher dividends than FMQTX: FCOZX (3.41) vs FMQTX (3.20). FCOZX was incepted earlier than FMQTX: FCOZX (17 years) vs FMQTX (8 years). FMQTX (0.83) is less costly to investors than FCOZX (0.60). FMQTX is a more actively managed with annual turnover of: 14.13 vs. FCOZX (11.43). FMQTX has a lower initial minimum investment than FCOZX: FMQTX (1000) vs FCOZX (100000). FCOZX annual gain was more profitable for investors over the last year : 7.91 vs. FMQTX (6.85). FCOZX return over 5 years is better than : 0.84 vs. FMQTX (-1.42).
| FCOZX | FMQTX | FCOZX / FMQTX | |
| Total Expense Ratio | 0.60 | 0.83 | 72% |
| Annual Report Gross Expense Ratio | 0.60 | 0.83 | 72% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 1.833 | 1.657 | 111% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 486M | 668M | 73% |
| Annual Yield % from dividends | 3.41 | 3.20 | 107% |
| Returns for 1 year | 7.91 | 6.85 | 115% |
| Returns for 3 years | 13.06 | 10.91 | 120% |
| Returns for 5 years | 0.84 | -1.42 | -59% |
| Returns for 10 years | 4.39 | N/A | - |
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