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FKTLX vs FOFZX
FKTLX vs FOFZX Comparison
Open Charts FKTLX vs FOFZX
FKTLX vs FOFZX Comparison Chart in %
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FKTLX vs. FOFZX commentary
Jul 01, 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 FKTLX is a Hold and FOFZX is a Hold.
FUNDAMENTALS
Fundamentals
FOFZX has more cash in the bank: 817M vs. FKTLX (487M). FOFZX (3.60) and FKTLX (3.46) have matching dividends . FKTLX was incepted earlier than FOFZX: FKTLX (9 years) vs FOFZX (17 years). FKTLX (0.56) and FOFZX (0.56) have similar cost to investors . FOFZX is a more actively managed with annual turnover of: 16.43 vs. FKTLX (11.43). FOFZX has a lower initial minimum investment than FKTLX: FOFZX (100000) vs FKTLX (1000000). FKTLX (7.74) and FOFZX (7.49) have marching annual gain over last year. FKTLX return over 5 years is better than : 1.38 vs. FOFZX (0.22).
| FKTLX | FOFZX | FKTLX / FOFZX | |
| Total Expense Ratio | 0.56 | 0.56 | 100% |
| Annual Report Gross Expense Ratio | 0.56 | 0.56 | 100% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 2.525 | 2.422 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 487M | 817M | 60% |
| Annual Yield % from dividends | 3.46 | 3.60 | 96% |
| Returns for 1 year | 7.74 | 7.49 | 103% |
| Returns for 3 years | 13.12 | 12.06 | 109% |
| Returns for 5 years | 1.38 | 0.22 | 629% |
| Returns for 10 years | N/A | 2.59 | - |
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