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FOFRX vs FOFZX
FOFRX vs FOFZX Comparison
Open Charts FOFRX vs FOFZX
FOFRX vs FOFZX Comparison Chart in %
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FOFRX vs. FOFZX 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 FOFRX is a Hold and FOFZX is a Hold.
FUNDAMENTALS
Fundamentals
FOFZX (775M) and FOFRX (774M) have equal amount of cash in the bank . FOFRX (3.78) and FOFZX (3.74) have matching dividends . FOFRX was incepted earlier than FOFZX: FOFRX (9 years) vs FOFZX (17 years). FOFZX (0.57) is less costly to investors than FOFRX (0.53). FOFRX (16.43) and FOFZX (16.43) have comparable annual turnover. FOFZX has a lower initial minimum investment than FOFRX: FOFZX (100000) vs FOFRX (1000000). FOFZX annual gain was more profitable for investors over the last year : 4.67 vs. FOFRX (4.40). FOFRX (-2.41) and FOFZX (-2.45) have equivalent 5 years return.
| FOFRX | FOFZX | FOFRX / FOFZX | |
| Total Expense Ratio | 0.53 | 0.57 | 93% |
| Annual Report Gross Expense Ratio | 0.53 | 0.57 | 93% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | -0.193 | -0.121 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 774M | 775M | 100% |
| Annual Yield % from dividends | 3.78 | 3.74 | 101% |
| Returns for 1 year | 4.40 | 4.67 | 94% |
| Returns for 3 years | 10.74 | 10.51 | 102% |
| Returns for 5 years | -2.41 | -2.45 | 98% |
| Returns for 10 years | N/A | 0.70 | - |
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