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FOFRX vs MBMDX
FOFRX vs MBMDX Comparison
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FOFRX vs MBMDX Comparison Chart in %
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FOFRX vs. MBMDX 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 MBMDX is a Hold.
FUNDAMENTALS
Fundamentals
FOFRX has more cash in the bank: 774M vs. MBMDX (160M). FOFRX pays higher dividends than MBMDX: FOFRX (3.78) vs MBMDX (2.57). FOFRX was incepted earlier than MBMDX: FOFRX (9 years) vs MBMDX (33 years). MBMDX (1.75) is less costly to investors than FOFRX (0.53). FOFRX is a more actively managed with annual turnover of: 16.43 vs. MBMDX (9.00). MBMDX has a lower initial minimum investment than FOFRX: MBMDX (1000) vs FOFRX (1000000). FOFRX annual gain was more profitable for investors over the last year : 4.40 vs. MBMDX (3.19). FOFRX return over 5 years is better than : -2.41 vs. MBMDX (-3.23).
| FOFRX | MBMDX | FOFRX / MBMDX | |
| Total Expense Ratio | 0.53 | 1.61 | 33% |
| Annual Report Gross Expense Ratio | 0.53 | 1.75 | 30% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | -0.193 | -1.224 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 774M | 160M | 484% |
| Annual Yield % from dividends | 3.78 | 2.57 | 147% |
| Returns for 1 year | 4.40 | 3.19 | 138% |
| Returns for 3 years | 10.74 | 7.71 | 139% |
| Returns for 5 years | -2.41 | -3.23 | 75% |
| Returns for 10 years | N/A | 5.17 | - |
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