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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
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 FOFRX is a Hold and FOFZX is a Hold.
FUNDAMENTALS
Fundamentals
FOFRX (816M) and FOFZX (816M) have equal amount of cash in the bank . FOFRX (3.64) and FOFZX (3.60) have matching dividends . FOFRX was incepted earlier than FOFZX: FOFRX (9 years) vs FOFZX (17 years). FOFZX (0.56) 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). FOFRX (7.86) and FOFZX (7.81) have marching annual gain over last year. FOFRX return over 5 years is better than : 0.25 vs. FOFZX (0.12).
| FOFRX | FOFZX | FOFRX / FOFZX | |
| Total Expense Ratio | 0.53 | 0.56 | 95% |
| Annual Report Gross Expense Ratio | 0.53 | 0.56 | 95% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 2.242 | 2.325 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 816M | 816M | 100% |
| Annual Yield % from dividends | 3.64 | 3.60 | 101% |
| Returns for 1 year | 7.86 | 7.81 | 101% |
| Returns for 3 years | 12.07 | 11.95 | 101% |
| Returns for 5 years | 0.25 | 0.12 | 202% |
| Returns for 10 years | N/A | 2.49 | - |
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