FRCZX
Price
$10.68
Change
+$0.02 (+0.19%)
Updated
Sep 17 closing price
Net Assets
1.4B
SRCMX
Price
$9.42
Change
-$0.01 (-0.11%)
Updated
Sep 16 closing price
Net Assets
655.35M
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FRCZX vs SRCMX

FRCZX vs SRCMX Comparison Chart in %
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FRCZX vs. SRCMX commentary
Sep 18, 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 FRCZX is a Hold and SRCMX is a Hold.

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FUNDAMENTALS
Fundamentals
FRCZX has more cash in the bank: 1.4B vs. SRCMX (655M). FRCZX (3.60) and SRCMX (3.55) have matching dividends . FRCZX was incepted earlier than SRCMX: FRCZX (18 years) vs SRCMX (37 years). SRCMX (0.85) is less costly to investors than FRCZX (0.56). SRCMX is a more actively managed with annual turnover of: 52.20 vs. FRCZX (10.23). SRCMX has a lower initial minimum investment than FRCZX: SRCMX (1000) vs FRCZX (100000). FRCZX annual gain was more profitable for investors over the last year : 0.05 vs. SRCMX (-0.36). FRCZX return over 5 years is better than : -0.34 vs. SRCMX (-4.49).
FRCZXSRCMXFRCZX / SRCMX
Total Expense Ratio0.490.8558%
Annual Report Gross Expense Ratio0.560.8566%
Fund Existence18 years37 years-
Gain YTD-1.128-1.81362%
Front LoadN/A4%-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.4B655M213%
Annual Yield % from dividends3.603.55102%
Returns for 1 year0.05-0.36-14%
Returns for 3 years9.098.21111%
Returns for 5 years-0.34-4.498%
Returns for 10 years1.8612.4815%
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