Interact to see
Advertisement
Advertisement
FCOZX vs FXNCX
FCOZX vs FXNCX Comparison
Open Charts FCOZX vs FXNCX
FCOZX vs FXNCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FCOZX vs. FXNCX 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 FXNCX is a Hold.
FUNDAMENTALS
Fundamentals
FXNCX has more cash in the bank: 579M vs. FCOZX (486M). FCOZX pays higher dividends than FXNCX: FCOZX (3.41) vs FXNCX (3.04). FCOZX was incepted earlier than FXNCX: FCOZX (17 years) vs FXNCX (39 years). FXNCX (0.70) is less costly to investors than FCOZX (0.60). FXNCX is a more actively managed with annual turnover of: 16.14 vs. FCOZX (11.43). FXNCX has a lower initial minimum investment than FCOZX: FXNCX (1000) vs FCOZX (100000). FCOZX (7.91) and FXNCX (7.62) have marching annual gain over last year. FCOZX return over 5 years is better than : 0.84 vs. FXNCX (-0.16).
| FCOZX | FXNCX | FCOZX / FXNCX | |
| Total Expense Ratio | 0.60 | 0.70 | 86% |
| Annual Report Gross Expense Ratio | 0.60 | 0.70 | 86% |
| Fund Existence | 17 years | 39 years | - |
| Gain YTD | 1.833 | 1.888 | 97% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 486M | 579M | 84% |
| Annual Yield % from dividends | 3.41 | 3.04 | 112% |
| Returns for 1 year | 7.91 | 7.62 | 104% |
| Returns for 3 years | 13.06 | 11.25 | 116% |
| Returns for 5 years | 0.84 | -0.16 | -527% |
| Returns for 10 years | 4.39 | 1.91 | 230% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HMSFX | 13.00 | -0.10 | -0.76% |
| Hennessy Midstream Investor | |||
| AVASX | 23.54 | -0.27 | -1.13% |
| American Beacon Large Cap Value Adv | |||
| IGICX | 48.52 | -1.66 | -3.31% |
| American Funds Intl Gr and Inc C | |||
| OSTGX | 19.66 | -0.78 | -3.82% |
| Osterweis Opportunity Fund | |||
| WCMEX | 22.93 | -1.30 | -5.37% |
| WCM Focused Emerging Markets Instl | |||