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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
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 FTAZX is a Hold.
FUNDAMENTALS
Fundamentals
FOFRX has more cash in the bank: 774M vs. FTAZX (581M). FOFRX pays higher dividends than FTAZX: FOFRX (3.78) vs FTAZX (3.49). FOFRX was incepted earlier than FTAZX: FOFRX (9 years) vs FTAZX (39 years). FTAZX (0.68) 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). FOFRX annual gain was more profitable for investors over the last year : 4.40 vs. FTAZX (4.16). FTAZX (-2.34) and FOFRX (-2.41) have equivalent 5 years return.
| FOFRX | FTAZX | FOFRX / FTAZX | |
| Total Expense Ratio | 0.53 | 0.68 | 78% |
| Annual Report Gross Expense Ratio | 0.53 | 0.68 | 78% |
| Fund Existence | 9 years | 39 years | - |
| Gain YTD | -0.193 | -0.366 | 53% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 774M | 581M | 133% |
| Annual Yield % from dividends | 3.78 | 3.49 | 108% |
| Returns for 1 year | 4.40 | 4.16 | 106% |
| Returns for 3 years | 10.74 | 10.51 | 102% |
| Returns for 5 years | -2.41 | -2.34 | 103% |
| Returns for 10 years | N/A | 0.68 | - |
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