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FORCX vs USVAX
FORCX vs USVAX Comparison
Open Charts FORCX vs USVAX
Nuveen Oregon Intermediate Muni Bd I
Price$9.60
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets182.91M
Victory VA Bond
Price$10.11
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets472.5M
FORCX vs USVAX Comparison Chart
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FORCX vs. USVAX commentary
May 15, 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 FORCX is a Hold and USVAX is a Hold.
FUNDAMENTALS
Fundamentals
USVAX has more cash in the bank: 473M vs. FORCX (183M). USVAX (3.08) and FORCX (3.00) have matching dividends . FORCX was incepted earlier than USVAX: FORCX (28 years) vs USVAX (35 years). FORCX (0.63) is less costly to investors than USVAX (0.59). FORCX is a more actively managed with annual turnover of: 20.00 vs. USVAX (6.00). USVAX has a lower initial minimum investment than FORCX: USVAX (3000) vs FORCX (100000). FORCX annual gain was more profitable for investors over the last year : 1.21 vs. USVAX (-0.01). USVAX return over 5 years is better than : 3.53 vs. FORCX (2.79).
| FORCX | USVAX | FORCX / USVAX | |
| Total Expense Ratio | 0.59 | 0.58 | 102% |
| Annual Report Gross Expense Ratio | 0.63 | 0.59 | 107% |
| Fund Existence | 28 years | 35 years | - |
| Gain YTD | -0.332 | -2.063 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 473M | 39% |
| Annual Yield % from dividends | 3.00 | 3.08 | 97% |
| Returns for 1 year | 1.21 | -0.01 | -8,151% |
| Returns for 3 years | 7.55 | 6.50 | 116% |
| Returns for 5 years | 2.79 | 3.53 | 79% |
| Returns for 10 years | 18.09 | 6.18 | 293% |
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