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FIQSX vs RFRFX
FIQSX vs RFRFX Comparison Chart
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FIQSX vs. RFRFX commentary
May 26, 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 RFRFX is a Hold.
FUNDAMENTALS
Fundamentals
FIQSX has more cash in the bank: 14.4B vs. RFRFX (744M). FIQSX (8.18) and RFRFX (7.94) have matching dividends . FIQSX was incepted earlier than RFRFX: FIQSX (7 years) vs RFRFX (17 years). RFRFX (0.76) is less costly to investors than FIQSX (0.67). RFRFX is a more actively managed with annual turnover of: 80.00 vs. FIQSX (41.00). FIQSX (0) and RFRFX (0) have matching initial minimum investment requirements. RFRFX annual gain was more profitable for investors over the last year : 6.72 vs. FIQSX (6.14). FIQSX return over 5 years is better than : 43.37 vs. RFRFX (40.72).
| FIQSX | RFRFX | FIQSX / RFRFX | |
| Total Expense Ratio | 0.67 | 0.73 | 92% |
| Annual Report Gross Expense Ratio | 0.67 | 0.76 | 88% |
| Fund Existence | 7 years | 17 years | - |
| Gain YTD | 0.458 | 1.420 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 744M | 1,935% |
| Annual Yield % from dividends | 8.18 | 7.94 | 103% |
| Returns for 1 year | 6.14 | 6.72 | 91% |
| Returns for 3 years | 26.93 | 25.52 | 105% |
| Returns for 5 years | 43.37 | 40.72 | 107% |
| Returns for 10 years | N/A | 53.62 | - |
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