Interact to see
Advertisement
Advertisement
FHFEX vs FOTKX
FHFEX vs FOTKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FHFEX vs. FOTKX commentary
Sep 07, 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: 3.14B vs. FHFEX (157M). FOTKX pays higher dividends than FHFEX: FOTKX (3.16) vs FHFEX (2.61). 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 : 7.19 vs. FOTKX (6.79). FHFEX return over 5 years is better than : 11.92 vs. FOTKX (6.91).
| 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 | 8.178 | 7.689 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 3.14B | 5% |
| Annual Yield % from dividends | 2.61 | 3.16 | 83% |
| Returns for 1 year | 7.19 | 6.79 | 106% |
| Returns for 3 years | 24.04 | 24.54 | 98% |
| Returns for 5 years | 11.92 | 6.91 | 173% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers