Interact to see
Advertisement
Advertisement
FOFZX vs FRCOX
FOFZX vs FRCOX Comparison
Open Charts FOFZX vs FRCOX
FOFZX vs FRCOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOFZX vs. FRCOX commentary
Sep 05, 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 FRCOX is a Hold.
FUNDAMENTALS
Fundamentals
FOFZX has more cash in the bank: 775M vs. FRCOX (474M). FOFZX pays higher dividends than FRCOX: FOFZX (3.74) vs FRCOX (3.41). FOFZX was incepted earlier than FRCOX: FOFZX (17 years) vs FRCOX (39 years). FRCOX (0.72) is less costly to investors than FOFZX (0.57). FOFZX is a more actively managed with annual turnover of: 16.43 vs. FRCOX (11.43). FRCOX has a lower initial minimum investment than FOFZX: FRCOX (1000) vs FOFZX (100000). FOFZX (4.67) and FRCOX (4.53) have marching annual gain over last year. FRCOX return over 5 years is better than : -1.95 vs. FOFZX (-2.45).
| FOFZX | FRCOX | FOFZX / FRCOX | |
| Total Expense Ratio | 0.57 | 0.72 | 79% |
| Annual Report Gross Expense Ratio | 0.57 | 0.72 | 79% |
| Fund Existence | 17 years | 39 years | - |
| Gain YTD | -0.121 | -0.241 | 50% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 775M | 474M | 164% |
| Annual Yield % from dividends | 3.74 | 3.41 | 110% |
| Returns for 1 year | 4.67 | 4.53 | 103% |
| Returns for 3 years | 10.51 | 11.28 | 93% |
| Returns for 5 years | -2.45 | -1.95 | 126% |
| Returns for 10 years | 0.70 | 0.84 | 83% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement