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FIQSX vs SFRZX
FIQSX vs SFRZX Comparison Chart in %
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FIQSX vs. SFRZX commentary
Aug 03, 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: 15.2B vs. SFRZX (1.38B). SFRZX pays higher dividends than FIQSX: SFRZX (9.03) vs FIQSX (7.84). FIQSX was incepted earlier than SFRZX: FIQSX (7 years) vs SFRZX (11 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 (7.03) and FIQSX (6.83) have marching annual gain over last year. FIQSX return over 5 years is better than : 40.37 vs. SFRZX (38.36).
| 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 | 11 years | - |
| Gain YTD | 2.692 | 2.957 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 1.38B | 1,101% |
| Annual Yield % from dividends | 7.84 | 9.03 | 87% |
| Returns for 1 year | 6.83 | 7.03 | 97% |
| Returns for 3 years | 28.46 | 28.19 | 101% |
| Returns for 5 years | 40.37 | 38.36 | 105% |
| Returns for 10 years | N/A | 57.18 | - |
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