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FOFZX vs FORIX
FOFZX vs FORIX Comparison
Open Charts FOFZX vs FORIX
FOFZX vs FORIX Comparison Chart in %
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FOFZX vs. FORIX commentary
Jul 01, 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 FOFZX is a Hold and FORIX is a Hold.
FUNDAMENTALS
Fundamentals
FOFZX (817M) and FORIX (817M) have equal amount of cash in the bank . FOFZX pays higher dividends than FORIX: FOFZX (3.60) vs FORIX (2.91). FOFZX was incepted earlier than FORIX: FOFZX (17 years) vs FORIX (31 years). FORIX (1.20) is less costly to investors than FOFZX (0.56). FOFZX (16.43) and FORIX (16.43) 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 : 7.49 vs. FORIX (6.74). FOFZX return over 5 years is better than : 0.22 vs. FORIX (-2.57).
| FOFZX | FORIX | FOFZX / FORIX | |
| Total Expense Ratio | 0.56 | 1.20 | 47% |
| Annual Report Gross Expense Ratio | 0.56 | 1.20 | 47% |
| Fund Existence | 17 years | 31 years | - |
| Gain YTD | 2.422 | 2.016 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 817M | 817M | 100% |
| Annual Yield % from dividends | 3.60 | 2.91 | 124% |
| Returns for 1 year | 7.49 | 6.74 | 111% |
| Returns for 3 years | 12.06 | 9.77 | 123% |
| Returns for 5 years | 0.22 | -2.57 | -9% |
| Returns for 10 years | 2.59 | -1.08 | -239% |
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