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FOFZX vs FORIX
FOFZX vs FORIX Comparison
Open Charts FOFZX vs FORIX
Franklin OR Tax Free Income Adv
Price$10.14
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets799.55M
Franklin OR Tax Free Income C
Price$10.28
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets799.55M
FOFZX vs FORIX Comparison Chart in %
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FOFZX vs. FORIX commentary
Jun 30, 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 (800M) and FORIX (800M) have equal amount of cash in the bank . FOFZX pays higher dividends than FORIX: FOFZX (3.49) vs FORIX (2.78). 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 : -0.00 vs. FORIX (-0.84). FOFZX return over 5 years is better than : -4.97 vs. FORIX (-7.26).
| 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 | -1.720 | -2.149 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 800M | 100% |
| Annual Yield % from dividends | 3.49 | 2.78 | 126% |
| Returns for 1 year | -0.00 | -0.84 | 1% |
| Returns for 3 years | 4.56 | 2.66 | 171% |
| Returns for 5 years | -4.97 | -7.26 | 68% |
| Returns for 10 years | -1.53 | -4.47 | 34% |
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