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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
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 FOFRX is a Hold and FOFZX is a Hold.
FUNDAMENTALS
Fundamentals
FOFRX (813M) and FOFZX (813M) 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 (8.30) and FOFZX (8.25) have marching annual gain over last year. FOFRX return over 5 years is better than : -0.10 vs. FOFZX (-0.15).
| 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 | 1.854 | 1.936 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 813M | 100% |
| Annual Yield % from dividends | 3.64 | 3.60 | 101% |
| Returns for 1 year | 8.30 | 8.25 | 101% |
| Returns for 3 years | 11.96 | 11.84 | 101% |
| Returns for 5 years | -0.10 | -0.15 | 68% |
| Returns for 10 years | N/A | 3.55 | - |
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