FKRCX
Price
$53.90
Change
-$0.56 (-1.03%)
Updated
Sep 4 closing price
Net Assets
3.64B
USERX
Price
$33.77
Change
-$0.58 (-1.69%)
Updated
Sep 4 closing price
Net Assets
320.32M
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FKRCX vs USERX

FKRCX vs USERX Comparison Chart in %
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FKRCX vs. USERX commentary
Sep 05, 2026

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 FKRCX is a StrongBuy and USERX is a Hold.

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FUNDAMENTALS
Fundamentals
FKRCX has more cash in the bank: 3.64B vs. USERX (320M). FKRCX pays higher dividends than USERX: FKRCX (9.31) vs USERX (5.02). FKRCX was incepted earlier than USERX: FKRCX (57 years) vs USERX (52 years). USERX (1.63) is less costly to investors than FKRCX (0.87). USERX is a more actively managed with annual turnover of: 76.00 vs. FKRCX (22.76). FKRCX has a lower initial minimum investment than USERX: FKRCX (1000) vs USERX (5000). FKRCX annual gain was more profitable for investors over the last year : 73.53 vs. USERX (64.66). FKRCX return over 5 years is better than : 231.04 vs. USERX (196.09).
FKRCXUSERXFKRCX / USERX
Total Expense Ratio0.871.6353%
Annual Report Gross Expense Ratio0.871.6353%
Fund Existence57 years52 years-
Gain YTD18.03217.568103%
Front Load6%N/A-
Min. Initial Investment1000500020%
Min. Initial Investment IRAN/AN/A-
Net Assets3.64B320M1,136%
Annual Yield % from dividends9.315.02185%
Returns for 1 year73.5364.66114%
Returns for 3 years346.43306.55113%
Returns for 5 years231.04196.09118%
Returns for 10 years303.11282.10107%
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