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FOFRX vs FTAZX
FOFRX vs FTAZX Comparison
Open Charts FOFRX vs FTAZX
FOFRX vs FTAZX Comparison Chart in %
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FOFRX vs. FTAZX 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 FTAZX is a Hold.
FUNDAMENTALS
Fundamentals
FOFRX has more cash in the bank: 817M vs. FTAZX (608M). FOFRX pays higher dividends than FTAZX: FOFRX (3.64) vs FTAZX (3.37). FOFRX was incepted earlier than FTAZX: FOFRX (9 years) vs FTAZX (39 years). FTAZX (0.67) is less costly to investors than FOFRX (0.53). FTAZX is a more actively managed with annual turnover of: 17.42 vs. FOFRX (16.43). FTAZX has a lower initial minimum investment than FOFRX: FTAZX (1000) vs FOFRX (1000000). FTAZX (7.67) and FOFRX (7.43) have marching annual gain over last year. FTAZX return over 5 years is better than : 0.74 vs. FOFRX (0.26).
| FOFRX | FTAZX | FOFRX / FTAZX | |
| Total Expense Ratio | 0.53 | 0.67 | 79% |
| Annual Report Gross Expense Ratio | 0.53 | 0.67 | 79% |
| Fund Existence | 9 years | 39 years | - |
| Gain YTD | 2.339 | 2.485 | 94% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 817M | 608M | 134% |
| Annual Yield % from dividends | 3.64 | 3.37 | 108% |
| Returns for 1 year | 7.43 | 7.67 | 97% |
| Returns for 3 years | 12.18 | 12.39 | 98% |
| Returns for 5 years | 0.26 | 0.74 | 35% |
| Returns for 10 years | N/A | 3.01 | - |
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