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FMTFX vs FOFZX
FMTFX vs FOFZX Comparison
Open Charts FMTFX vs FOFZX
FMTFX vs FOFZX Comparison Chart in %
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FMTFX 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 FMTFX is a Hold and FOFZX is a Hold.
FUNDAMENTALS
Fundamentals
FOFZX has more cash in the bank: 817M vs. FMTFX (672M). 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 : 7.49 vs. FMTFX (6.79). FOFZX return over 5 years is better than : 0.22 vs. FMTFX (-0.25).
| 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 | 2.242 | 2.422 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 672M | 817M | 82% |
| Annual Yield % from dividends | 3.44 | 3.60 | 96% |
| Returns for 1 year | 6.79 | 7.49 | 91% |
| Returns for 3 years | 11.64 | 12.06 | 96% |
| Returns for 5 years | -0.25 | 0.22 | -115% |
| Returns for 10 years | 3.55 | 2.59 | 137% |
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