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FOHQX vs FOHTX
FOHQX vs FOHTX Comparison Chart in %
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FOHQX vs. FOHTX commentary
Jul 06, 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 FOHQX is a Hold and FOHTX is a Hold.
FUNDAMENTALS
Fundamentals
FOHQX has more cash in the bank: 933M vs. FOHTX (470M). FOHQX pays higher dividends than FOHTX: FOHQX (3.26) vs FOHTX (3.00). FOHQX was incepted earlier than FOHTX: FOHQX (7 years) vs FOHTX (40 years). FOHQX (0.81) and FOHTX (0.79) have similar cost to investors . FOHTX is a more actively managed with annual turnover of: 14.00 vs. FOHQX (13.17). FOHTX initial investment is less costly to investors than FOHQX (4%) vs FOHQX (4%). FOHQX has a lower initial minimum investment than FOHTX: FOHQX (1000) vs FOHTX (2500). FOHQX annual gain was more profitable for investors over the last year : -0.10 vs. FOHTX (-2.17). FOHTX return over 5 years is better than : -1.26 vs. FOHQX (-6.50).
| FOHQX | FOHTX | FOHQX / FOHTX | |
| Total Expense Ratio | 0.81 | 0.73 | 111% |
| Annual Report Gross Expense Ratio | 0.81 | 0.79 | 103% |
| Fund Existence | 7 years | 40 years | - |
| Gain YTD | -1.551 | -1.375 | 113% |
| Front Load | 4% | 4% | 89% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 933M | 470M | 199% |
| Annual Yield % from dividends | 3.26 | 3.00 | 109% |
| Returns for 1 year | -0.10 | -2.17 | 4% |
| Returns for 3 years | 3.76 | 3.86 | 97% |
| Returns for 5 years | -6.50 | -1.26 | 517% |
| Returns for 10 years | N/A | 10.25 | - |
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