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FOFRX vs MBGAX
FOFRX vs MBGAX Comparison
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FOFRX vs MBGAX Comparison Chart in %
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FOFRX vs. MBGAX commentary
Jun 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 MBGAX is a Hold.
FUNDAMENTALS
Fundamentals
FOFRX has more cash in the bank: 813M vs. MBGAX (133M). FOFRX pays higher dividends than MBGAX: FOFRX (3.64) vs MBGAX (2.45). FOFRX was incepted earlier than MBGAX: FOFRX (9 years) vs MBGAX (33 years). MBGAX (1.74) is less costly to investors than FOFRX (0.53). MBGAX is a more actively managed with annual turnover of: 20.00 vs. FOFRX (16.43). MBGAX has a lower initial minimum investment than FOFRX: MBGAX (1000) vs FOFRX (1000000). FOFRX annual gain was more profitable for investors over the last year : 8.30 vs. MBGAX (7.39). FOFRX return over 5 years is better than : -0.10 vs. MBGAX (-0.91).
| FOFRX | MBGAX | FOFRX / MBGAX | |
| Total Expense Ratio | 0.53 | 1.65 | 32% |
| Annual Report Gross Expense Ratio | 0.53 | 1.74 | 30% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 1.854 | 1.635 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 133M | 611% |
| Annual Yield % from dividends | 3.64 | 2.45 | 148% |
| Returns for 1 year | 8.30 | 7.39 | 112% |
| Returns for 3 years | 11.96 | 8.82 | 136% |
| Returns for 5 years | -0.10 | -0.91 | 11% |
| Returns for 10 years | N/A | 7.67 | - |
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