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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
Sep 05, 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: 775M vs. FCOZX (474M). FOFZX pays higher dividends than FCOZX: FOFZX (3.74) vs FCOZX (3.51). FCOZX was incepted earlier than FOFZX: FCOZX (17 years) vs FOFZX (17 years). FCOZX (0.62) is less costly to investors than FOFZX (0.57). 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. FOFZX (4.67) and FCOZX (4.64) have marching annual gain over last year. FCOZX return over 5 years is better than : -1.48 vs. FOFZX (-2.45).
| FCOZX | FOFZX | FCOZX / FOFZX | |
| Total Expense Ratio | 0.62 | 0.57 | 109% |
| Annual Report Gross Expense Ratio | 0.62 | 0.57 | 109% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | -0.174 | -0.121 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 474M | 775M | 61% |
| Annual Yield % from dividends | 3.51 | 3.74 | 94% |
| Returns for 1 year | 4.64 | 4.67 | 99% |
| Returns for 3 years | 11.70 | 10.51 | 111% |
| Returns for 5 years | -1.48 | -2.45 | 60% |
| Returns for 10 years | 1.49 | 0.70 | 212% |
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