Interact to see
Advertisement
Advertisement
FMDIX vs FOFRX
FMDIX vs FOFRX Comparison
Open Charts FMDIX vs FOFRX
FMDIX vs FOFRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMDIX vs. FOFRX 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 FMDIX is a Hold and FOFRX is a Hold.
FUNDAMENTALS
Fundamentals
FOFRX has more cash in the bank: 774M vs. FMDIX (306M). FOFRX pays higher dividends than FMDIX: FOFRX (3.78) vs FMDIX (2.93). FMDIX was incepted earlier than FOFRX: FMDIX (31 years) vs FOFRX (9 years). FMDIX (1.31) is less costly to investors than FOFRX (0.53). FMDIX is a more actively managed with annual turnover of: 20.14 vs. FOFRX (16.43). FMDIX has a lower initial minimum investment than FOFRX: FMDIX (1000) vs FOFRX (1000000). FOFRX annual gain was more profitable for investors over the last year : 4.40 vs. FMDIX (3.67). FOFRX return over 5 years is better than : -2.41 vs. FMDIX (-4.73).
| FMDIX | FOFRX | FMDIX / FOFRX | |
| Total Expense Ratio | 1.30 | 0.53 | 245% |
| Annual Report Gross Expense Ratio | 1.31 | 0.53 | 247% |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | -0.483 | -0.193 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306M | 774M | 40% |
| Annual Yield % from dividends | 2.93 | 3.78 | 78% |
| Returns for 1 year | 3.67 | 4.40 | 83% |
| Returns for 3 years | 7.31 | 10.74 | 68% |
| Returns for 5 years | -4.73 | -2.41 | 196% |
| Returns for 10 years | -4.38 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement