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FOFRX vs FRMTX
FOFRX vs FRMTX Comparison
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FOFRX vs FRMTX Comparison Chart in %
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FOFRX vs. FRMTX 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 FRMTX is a Hold.
FUNDAMENTALS
Fundamentals
FOFRX has more cash in the bank: 813M vs. FRMTX (669M). FOFRX pays higher dividends than FRMTX: FOFRX (3.64) vs FRMTX (2.75). FOFRX was incepted earlier than FRMTX: FOFRX (9 years) vs FRMTX (31 years). FRMTX (1.22) is less costly to investors than FOFRX (0.53). FOFRX is a more actively managed with annual turnover of: 16.43 vs. FRMTX (14.13). FRMTX has a lower initial minimum investment than FOFRX: FRMTX (1000) vs FOFRX (1000000). FOFRX annual gain was more profitable for investors over the last year : 8.30 vs. FRMTX (6.93). FOFRX return over 5 years is better than : -0.10 vs. FRMTX (-3.07).
| FOFRX | FRMTX | FOFRX / FRMTX | |
| Total Expense Ratio | 0.53 | 1.22 | 43% |
| Annual Report Gross Expense Ratio | 0.53 | 1.22 | 43% |
| Fund Existence | 9 years | 31 years | - |
| Gain YTD | 1.854 | 1.653 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 669M | 122% |
| Annual Yield % from dividends | 3.64 | 2.75 | 132% |
| Returns for 1 year | 8.30 | 6.93 | 120% |
| Returns for 3 years | 11.96 | 9.61 | 124% |
| Returns for 5 years | -0.10 | -3.07 | 3% |
| Returns for 10 years | N/A | 0.96 | - |
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