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FOFZX vs FORIX
FOFZX vs FORIX Comparison
Open Charts FOFZX vs FORIX
Franklin OR Tax Free Income Adv
Price$10.12
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets807.95M
Franklin OR Tax Free Income C
Price$10.27
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets807.95M
FOFZX vs FORIX Comparison Chart
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FOFZX vs. FORIX commentary
Apr 26, 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 (808M) and FORIX (808M) have equal amount of cash in the bank . FOFZX pays higher dividends than FORIX: FOFZX (3.39) vs FORIX (2.68). 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 (15.03) and FORIX (15.03) 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 : 0.80 vs. FORIX (-0.06). FOFZX return over 5 years is better than : -3.58 vs. FORIX (-5.81).
| 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 | -2.813 | -3.114 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 808M | 808M | 100% |
| Annual Yield % from dividends | 3.39 | 2.68 | 127% |
| Returns for 1 year | 0.80 | -0.06 | -1,280% |
| Returns for 3 years | 1.08 | -0.59 | -184% |
| Returns for 5 years | -3.58 | -5.81 | 62% |
| Returns for 10 years | -4.26 | -6.97 | 61% |
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