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FOFZX vs FORIX
FOFZX vs FORIX Comparison
Open Charts FOFZX vs FORIX
Franklin OR Tax Free Income Adv
Price$10.10
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets802.72M
Franklin OR Tax Free Income C
Price$10.24
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets802.72M
FOFZX vs FORIX Comparison Chart
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FOFZX vs. FORIX commentary
May 25, 2025
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 FOFZX is a Hold and FORIX is a Hold.
FUNDAMENTALS
Fundamentals
FOFZX (803M) and FORIX (803M) have equal amount of cash in the bank . FOFZX pays higher dividends than FORIX: FOFZX (3.45) vs FORIX (2.73). FOFZX was incepted earlier than FORIX: FOFZX (16 years) vs FORIX (30 years). FORIX (1.21) is less costly to investors than FOFZX (0.57). FOFZX (11.31) and FORIX (11.31) have comparable annual turnover. FORIX has a lower initial minimum investment than FOFZX: FORIX (1000) vs FOFZX (100000). FOFZX annual gain was more profitable for investors over the last year : 0.63 vs. FORIX (-0.13). FOFZX return over 5 years is better than : -5.33 vs. FORIX (-7.55).
| FOFZX | FORIX | FOFZX / FORIX | |
| Total Expense Ratio | 0.57 | 1.21 | 47% |
| Annual Report Gross Expense Ratio | 0.57 | 1.21 | 47% |
| Fund Existence | 16 years | 30 years | - |
| Gain YTD | -2.426 | -2.786 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 803M | 803M | 100% |
| Annual Yield % from dividends | 3.45 | 2.73 | 126% |
| Returns for 1 year | 0.63 | -0.13 | -491% |
| Returns for 3 years | 2.63 | 0.95 | 277% |
| Returns for 5 years | -5.33 | -7.55 | 71% |
| Returns for 10 years | -2.82 | -5.57 | 51% |
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