FOFRX
Price
$10.54
Change
+$0.01 (+0.09%)
Updated
Jun 29 closing price
Net Assets
815.67M
FORIX
Price
$10.70
Change
+$0.01 (+0.09%)
Updated
Jun 29 closing price
Net Assets
815.67M
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FOFRX vs FORIX

FOFRX vs FORIX Comparison Chart in %
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FOFRX vs. FORIX 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 FORIX is a Hold.

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FUNDAMENTALS
Fundamentals
FOFRX (816M) and FORIX (816M) have equal amount of cash in the bank . FOFRX pays higher dividends than FORIX: FOFRX (3.64) vs FORIX (2.91). FOFRX was incepted earlier than FORIX: FOFRX (9 years) vs FORIX (31 years). FORIX (1.20) 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 : 7.86 vs. FORIX (7.10). FOFRX return over 5 years is better than : 0.25 vs. FORIX (-2.66).
FOFRXFORIXFOFRX / FORIX
Total Expense Ratio0.531.2044%
Annual Report Gross Expense Ratio0.531.2044%
Fund Existence9 years31 years-
Gain YTD2.2421.920117%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets816M816M100%
Annual Yield % from dividends3.642.91125%
Returns for 1 year7.867.10111%
Returns for 3 years12.079.66125%
Returns for 5 years0.25-2.66-9%
Returns for 10 yearsN/A-1.17-
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