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FCOZX vs FOFZX
FCOZX vs FOFZX Comparison
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FCOZX vs FOFZX Comparison Chart in %
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FCOZX vs. FOFZX 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 FOFZX is a Hold.
FUNDAMENTALS
Fundamentals
FOFZX has more cash in the bank: 812M vs. FCOZX (486M). FOFZX pays higher dividends than FCOZX: FOFZX (3.60) vs FCOZX (3.41). FCOZX was incepted earlier than FOFZX: FCOZX (17 years) vs FOFZX (17 years). FCOZX (0.60) is less costly to investors than FOFZX (0.56). FOFZX is a more actively managed with annual turnover of: 16.43 vs. FCOZX (11.43). FCOZX (100000) and FOFZX (100000) have matching initial minimum investment requirements. FCOZX (7.91) and FOFZX (7.72) have marching annual gain over last year. FCOZX return over 5 years is better than : 0.84 vs. FOFZX (-0.24).
| FCOZX | FOFZX | FCOZX / FOFZX | |
| Total Expense Ratio | 0.60 | 0.56 | 107% |
| Annual Report Gross Expense Ratio | 0.60 | 0.56 | 107% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 1.833 | 1.839 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 486M | 812M | 60% |
| Annual Yield % from dividends | 3.41 | 3.60 | 95% |
| Returns for 1 year | 7.91 | 7.72 | 102% |
| Returns for 3 years | 13.06 | 11.73 | 111% |
| Returns for 5 years | 0.84 | -0.24 | -351% |
| Returns for 10 years | 4.39 | 3.45 | 127% |
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