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FIQSX vs RFRAX
FIQSX vs RFRAX Comparison Chart
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FIQSX vs. RFRAX commentary
Apr 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 FIQSX is a Hold and RFRAX is a Hold.
FUNDAMENTALS
Fundamentals
FIQSX has more cash in the bank: 16B vs. RFRAX (727M). FIQSX pays higher dividends than RFRAX: FIQSX (8.20) vs RFRAX (7.75). FIQSX was incepted earlier than RFRAX: FIQSX (7 years) vs RFRAX (19 years). RFRAX (1.03) is less costly to investors than FIQSX (0.67). RFRAX is a more actively managed with annual turnover of: 80.00 vs. FIQSX (41.00). FIQSX has a lower initial minimum investment than RFRAX: FIQSX (0) vs RFRAX (2000). FIQSX (5.53) and RFRAX (5.51) have marching annual gain over last year. FIQSX return over 5 years is better than : 44.80 vs. RFRAX (39.64).
| FIQSX | RFRAX | FIQSX / RFRAX | |
| Total Expense Ratio | 0.67 | 1.01 | 66% |
| Annual Report Gross Expense Ratio | 0.67 | 1.03 | 65% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | -0.922 | -0.317 | 291% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 16B | 727M | 2,201% |
| Annual Yield % from dividends | 8.20 | 7.75 | 106% |
| Returns for 1 year | 5.53 | 5.51 | 100% |
| Returns for 3 years | 21.25 | 17.94 | 118% |
| Returns for 5 years | 44.80 | 39.64 | 113% |
| Returns for 10 years | N/A | 46.99 | - |
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