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FGAIX vs FOFZX
FGAIX vs FOFZX Comparison
Open Charts FGAIX vs FOFZX
FGAIX vs FOFZX Comparison Chart in %
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FGAIX vs. FOFZX commentary
Jun 22, 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 FGAIX is a Hold and FOFZX is a Hold.
FUNDAMENTALS
Fundamentals
FOFZX has more cash in the bank: 815M vs. FGAIX (264M). FOFZX pays higher dividends than FGAIX: FOFZX (3.60) vs FGAIX (2.52). FGAIX was incepted earlier than FOFZX: FGAIX (31 years) vs FOFZX (17 years). FGAIX (1.29) is less costly to investors than FOFZX (0.56). FOFZX is a more actively managed with annual turnover of: 16.43 vs. FGAIX (10.73). FGAIX has a lower initial minimum investment than FOFZX: FGAIX (1000) vs FOFZX (100000). FOFZX annual gain was more profitable for investors over the last year : 7.92 vs. FGAIX (6.82). FOFZX return over 5 years is better than : -0.04 vs. FGAIX (-2.96).
| FGAIX | FOFZX | FGAIX / FOFZX | |
| Total Expense Ratio | 1.29 | 0.56 | 230% |
| Annual Report Gross Expense Ratio | 1.29 | 0.56 | 230% |
| Fund Existence | 31 years | 17 years | - |
| Gain YTD | 1.814 | 2.130 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 815M | 32% |
| Annual Yield % from dividends | 2.52 | 3.60 | 70% |
| Returns for 1 year | 6.82 | 7.92 | 86% |
| Returns for 3 years | 3.48 | 3.74 | 93% |
| Returns for 5 years | -2.96 | -0.04 | 7,689% |
| Returns for 10 years | -2.42 | 3.06 | -79% |
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