Interact to see
Advertisement
Advertisement
FMTFX vs FOFZX
FMTFX vs FOFZX Comparison
Open Charts FMTFX vs FOFZX
FMTFX vs FOFZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMTFX vs. FOFZX commentary
Jun 04, 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 FMTFX is a Hold and FOFZX is a Hold.
FUNDAMENTALS
Fundamentals
FOFZX has more cash in the bank: 813M vs. FMTFX (669M). FOFZX (3.60) and FMTFX (3.44) have matching dividends . FMTFX was incepted earlier than FOFZX: FMTFX (18 years) vs FOFZX (17 years). FMTFX (0.58) and FOFZX (0.56) have similar cost to investors . FOFZX is a more actively managed with annual turnover of: 16.43 vs. FMTFX (14.13). FMTFX (100000) and FOFZX (100000) have matching initial minimum investment requirements. FOFZX annual gain was more profitable for investors over the last year : 8.25 vs. FMTFX (7.63). FOFZX return over 5 years is better than : -0.15 vs. FMTFX (-0.42).
| FMTFX | FOFZX | FMTFX / FOFZX | |
| Total Expense Ratio | 0.58 | 0.56 | 104% |
| Annual Report Gross Expense Ratio | 0.58 | 0.56 | 104% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 1.855 | 1.936 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 669M | 813M | 82% |
| Annual Yield % from dividends | 3.44 | 3.60 | 96% |
| Returns for 1 year | 7.63 | 8.25 | 92% |
| Returns for 3 years | 11.94 | 11.84 | 101% |
| Returns for 5 years | -0.42 | -0.15 | 286% |
| Returns for 10 years | 4.64 | 3.55 | 131% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers