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FOFZX vs FORIX
FOFZX vs FORIX Comparison
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FOFZX vs FORIX Comparison Chart in %
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FOFZX vs. FORIX commentary
Jun 04, 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 (813M) and FORIX (813M) 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 : 8.25 vs. FORIX (7.43). FOFZX return over 5 years is better than : -0.15 vs. FORIX (-2.98).
| 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 | 1.936 | 1.539 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 813M | 100% |
| Annual Yield % from dividends | 3.60 | 2.91 | 124% |
| Returns for 1 year | 8.25 | 7.43 | 111% |
| Returns for 3 years | 11.84 | 9.49 | 125% |
| Returns for 5 years | -0.15 | -2.98 | 5% |
| Returns for 10 years | 3.55 | -0.17 | -2,111% |
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