Interact to see
Advertisement
Advertisement
FFRHX vs SFRZX
FFRHX vs SFRZX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FFRHX vs. SFRZX commentary
Jun 02, 2025
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 FFRHX is a Buy and SFRZX is a Hold.
FUNDAMENTALS
Fundamentals
FFRHX has more cash in the bank: 14.8B vs. SFRZX (1.34B). SFRZX pays higher dividends than FFRHX: SFRZX (8.59) vs FFRHX (8.12). FFRHX was incepted earlier than SFRZX: FFRHX (23 years) vs SFRZX (10 years). FFRHX (0.73) is less costly to investors than SFRZX (0.64). SFRZX is a more actively managed with annual turnover of: 110.00 vs. FFRHX (41.00). FFRHX has a lower initial minimum investment than SFRZX: FFRHX (0) vs SFRZX (2500000). SFRZX annual gain was more profitable for investors over the last year : 6.80 vs. FFRHX (6.42). FFRHX (40.63) and SFRZX (39.56) have equivalent 5 years return.
| FFRHX | SFRZX | FFRHX / SFRZX | |
| Total Expense Ratio | 0.73 | 0.54 | 135% |
| Annual Report Gross Expense Ratio | 0.73 | 0.64 | 114% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 0.770 | 0.400 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 14.8B | 1.34B | 1,104% |
| Annual Yield % from dividends | 8.12 | 8.59 | 95% |
| Returns for 1 year | 6.42 | 6.80 | 94% |
| Returns for 3 years | 25.87 | 24.64 | 105% |
| Returns for 5 years | 40.63 | 39.56 | 103% |
| Returns for 10 years | 57.04 | 52.61 | 108% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers