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FIQSX vs RFRCX
FIQSX vs RFRCX Comparison Chart
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FIQSX vs. RFRCX commentary
May 23, 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 RFRCX is a Hold.
FUNDAMENTALS
Fundamentals
FIQSX has more cash in the bank: 14.4B vs. RFRCX (745M). FIQSX pays higher dividends than RFRCX: FIQSX (8.18) vs RFRCX (6.90). FIQSX was incepted earlier than RFRCX: FIQSX (7 years) vs RFRCX (19 years). RFRCX (1.78) is less costly to investors than FIQSX (0.67). RFRCX is a more actively managed with annual turnover of: 80.00 vs. FIQSX (41.00). FIQSX has a lower initial minimum investment than RFRCX: FIQSX (0) vs RFRCX (2000). FIQSX annual gain was more profitable for investors over the last year : 6.25 vs. RFRCX (5.71). FIQSX return over 5 years is better than : 43.52 vs. RFRCX (33.72).
| FIQSX | RFRCX | FIQSX / RFRCX | |
| Total Expense Ratio | 0.67 | 1.76 | 38% |
| Annual Report Gross Expense Ratio | 0.67 | 1.78 | 38% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 0.569 | 1.191 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 14.4B | 745M | 1,933% |
| Annual Yield % from dividends | 8.18 | 6.90 | 119% |
| Returns for 1 year | 6.25 | 5.71 | 110% |
| Returns for 3 years | 26.65 | 21.26 | 125% |
| Returns for 5 years | 43.52 | 33.72 | 129% |
| Returns for 10 years | N/A | 38.49 | - |
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