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FIQSX vs SFRZX
FIQSX vs SFRZX Comparison Chart
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FIQSX vs. SFRZX commentary
Jun 02, 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 SFRZX is a Hold.
FUNDAMENTALS
Fundamentals
FIQSX has more cash in the bank: 14.8B vs. SFRZX (1.34B). SFRZX (8.59) and FIQSX (8.18) have matching dividends . FIQSX was incepted earlier than SFRZX: FIQSX (7 years) vs SFRZX (10 years). FIQSX (0.67) and SFRZX (0.64) have similar cost to investors . SFRZX is a more actively managed with annual turnover of: 110.00 vs. FIQSX (41.00). FIQSX has a lower initial minimum investment than SFRZX: FIQSX (0) vs SFRZX (2500000). SFRZX (6.80) and FIQSX (6.49) have marching annual gain over last year. FIQSX (41.02) and SFRZX (39.56) have equivalent 5 years return.
| FIQSX | SFRZX | FIQSX / SFRZX | |
| Total Expense Ratio | 0.67 | 0.54 | 124% |
| Annual Report Gross Expense Ratio | 0.67 | 0.64 | 105% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 0.789 | 0.400 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 1.34B | 1,104% |
| Annual Yield % from dividends | 8.18 | 8.59 | 95% |
| Returns for 1 year | 6.49 | 6.80 | 95% |
| Returns for 3 years | 26.10 | 24.64 | 106% |
| Returns for 5 years | 41.02 | 39.56 | 104% |
| Returns for 10 years | N/A | 52.61 | - |
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