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FFRHX vs SFRZX
FFRHX vs SFRZX Comparison Chart in %
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FFRHX vs. SFRZX commentary
Aug 03, 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: 15.2B vs. SFRZX (1.38B). SFRZX pays higher dividends than FFRHX: SFRZX (9.03) vs FFRHX (7.78). FFRHX was incepted earlier than SFRZX: FFRHX (23 years) vs SFRZX (11 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 (7.03) and FFRHX (6.77) have marching annual gain over last year. FFRHX (39.97) and SFRZX (38.36) 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 | 11 years | - |
| Gain YTD | 2.658 | 2.957 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 15.2B | 1.38B | 1,101% |
| Annual Yield % from dividends | 7.78 | 9.03 | 86% |
| Returns for 1 year | 6.77 | 7.03 | 96% |
| Returns for 3 years | 28.23 | 28.19 | 100% |
| Returns for 5 years | 39.97 | 38.36 | 104% |
| Returns for 10 years | 61.46 | 57.18 | 107% |
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