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FMOIX vs FOFZX
FMOIX vs FOFZX Comparison
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FMOIX vs FOFZX Comparison Chart in %
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FMOIX vs. FOFZX commentary
Jun 20, 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 FMOIX is a Hold and FOFZX is a Hold.
FUNDAMENTALS
Fundamentals
FOFZX has more cash in the bank: 814M vs. FMOIX (628M). FOFZX pays higher dividends than FMOIX: FOFZX (3.60) vs FMOIX (3.01). FMOIX was incepted earlier than FOFZX: FMOIX (31 years) vs FOFZX (17 years). FMOIX (1.22) is less costly to investors than FOFZX (0.56). FOFZX is a more actively managed with annual turnover of: 16.43 vs. FMOIX (12.36). FMOIX has a lower initial minimum investment than FOFZX: FMOIX (1000) vs FOFZX (100000). FOFZX (7.82) and FMOIX (7.69) have marching annual gain over last year. FOFZX return over 5 years is better than : -0.13 vs. FMOIX (-2.75).
| FMOIX | FOFZX | FMOIX / FOFZX | |
| Total Expense Ratio | 1.22 | 0.56 | 218% |
| Annual Report Gross Expense Ratio | 1.22 | 0.56 | 218% |
| Fund Existence | 31 years | 17 years | - |
| Gain YTD | 1.947 | 2.033 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 628M | 814M | 77% |
| Annual Yield % from dividends | 3.01 | 3.60 | 83% |
| Returns for 1 year | 7.69 | 7.82 | 98% |
| Returns for 3 years | 10.29 | 11.84 | 87% |
| Returns for 5 years | -2.75 | -0.13 | 2,058% |
| Returns for 10 years | -0.63 | 2.79 | -23% |
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