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FHFEX vs FOTKX
FHFEX vs FOTKX Comparison Chart in %
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FHFEX vs. FOTKX commentary
Jun 28, 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 FHFEX is a Hold and FOTKX is a Hold.
FUNDAMENTALS
Fundamentals
FOTKX has more cash in the bank: 3.11B vs. FHFEX (152M). FOTKX pays higher dividends than FHFEX: FOTKX (3.28) vs FHFEX (2.71). FHFEX was incepted earlier than FOTKX: FHFEX (7 years) vs FOTKX (8 years). FHFEX (0.31) is less costly to investors than FOTKX (0.24). FHFEX is a more actively managed with annual turnover of: 35.00 vs. FOTKX (14.00). FHFEX (0) and FOTKX (0) have matching initial minimum investment requirements. FHFEX annual gain was more profitable for investors over the last year : 8.04 vs. FOTKX (7.48). FHFEX return over 5 years is better than : 14.73 vs. FOTKX (9.79).
| FHFEX | FOTKX | FHFEX / FOTKX | |
| Total Expense Ratio | 0.31 | 0.24 | 129% |
| Annual Report Gross Expense Ratio | 0.31 | 0.24 | 129% |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | 5.865 | 5.291 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 3.11B | 5% |
| Annual Yield % from dividends | 2.71 | 3.28 | 83% |
| Returns for 1 year | 8.04 | 7.48 | 107% |
| Returns for 3 years | 20.63 | 21.03 | 98% |
| Returns for 5 years | 14.73 | 9.79 | 150% |
| Returns for 10 years | N/A | N/A | - |
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