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FOHTX vs FTOIX
FOHTX vs FTOIX Comparison Chart
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FOHTX vs. FTOIX commentary
Jun 08, 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 FOHTX is a Hold and FTOIX is a Hold.
FUNDAMENTALS
Fundamentals
FTOIX has more cash in the bank: 934M vs. FOHTX (470M). FTOIX pays higher dividends than FOHTX: FTOIX (3.41) vs FOHTX (2.98). FOHTX was incepted earlier than FTOIX: FOHTX (40 years) vs FTOIX (40 years). FOHTX (0.79) is less costly to investors than FTOIX (0.66). FOHTX is a more actively managed with annual turnover of: 14.00 vs. FTOIX (13.17). FOHTX initial investment is less costly to investors than FTOIX (4%) vs FTOIX (4%). FTOIX has a lower initial minimum investment than FOHTX: FTOIX (1000) vs FOHTX (2500). FTOIX annual gain was more profitable for investors over the last year : -0.25 vs. FOHTX (-2.59). FOHTX return over 5 years is better than : -1.52 vs. FTOIX (-6.47).
| FOHTX | FTOIX | FOHTX / FTOIX | |
| Total Expense Ratio | 0.79 | 0.66 | 120% |
| Annual Report Gross Expense Ratio | 0.79 | 0.66 | 120% |
| Fund Existence | 40 years | 40 years | - |
| Gain YTD | -1.926 | -2.110 | 91% |
| Front Load | 4% | 4% | 112% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 470M | 934M | 50% |
| Annual Yield % from dividends | 2.98 | 3.41 | 87% |
| Returns for 1 year | -2.59 | -0.25 | 1,024% |
| Returns for 3 years | 1.78 | 1.46 | 122% |
| Returns for 5 years | -1.52 | -6.47 | 24% |
| Returns for 10 years | 10.02 | -0.77 | -1,300% |
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