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FOFRX vs FORIX
FOFRX vs FORIX Comparison
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FOFRX vs FORIX Comparison Chart in %
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FOFRX vs. FORIX 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 FORIX is a Hold.
FUNDAMENTALS
Fundamentals
FORIX (775M) and FOFRX (774M) have equal amount of cash in the bank . FOFRX pays higher dividends than FORIX: FOFRX (3.78) vs FORIX (3.02). FOFRX was incepted earlier than FORIX: FOFRX (9 years) vs FORIX (31 years). FORIX (1.21) is less costly to investors than FOFRX (0.53). FOFRX (16.43) and FORIX (16.43) have comparable annual turnover. FORIX has a lower initial minimum investment than FOFRX: FORIX (1000) vs FOFRX (1000000). FOFRX annual gain was more profitable for investors over the last year : 4.40 vs. FORIX (4.02). FOFRX return over 5 years is better than : -2.41 vs. FORIX (-5.19).
| FOFRX | FORIX | FOFRX / FORIX | |
| Total Expense Ratio | 0.53 | 1.21 | 44% |
| Annual Report Gross Expense Ratio | 0.53 | 1.21 | 44% |
| Fund Existence | 9 years | 31 years | - |
| Gain YTD | -0.193 | -0.646 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 774M | 775M | 100% |
| Annual Yield % from dividends | 3.78 | 3.02 | 125% |
| Returns for 1 year | 4.40 | 4.02 | 109% |
| Returns for 3 years | 10.74 | 8.21 | 131% |
| Returns for 5 years | -2.41 | -5.19 | 46% |
| Returns for 10 years | N/A | -3.11 | - |
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