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FRCZX vs SRCMX
FRCZX vs SRCMX Comparison
Open Charts FRCZX vs SRCMX
FRCZX vs SRCMX Comparison Chart in %
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FRCZX vs. SRCMX commentary
Aug 26, 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.
FUNDAMENTALS
Fundamentals
FRCZX has more cash in the bank: 1.41B vs. SRCMX (675M). FRCZX (3.62) and SRCMX (3.56) 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 (22.85). SRCMX has a lower initial minimum investment than FRCZX: SRCMX (1000) vs FRCZX (100000). SRCMX annual gain was more profitable for investors over the last year : 4.67 vs. FRCZX (4.32). FRCZX return over 5 years is better than : 1.45 vs. SRCMX (-2.43).
| FRCZX | SRCMX | FRCZX / SRCMX | |
| Total Expense Ratio | 0.49 | 0.85 | 58% |
| Annual Report Gross Expense Ratio | 0.56 | 0.85 | 66% |
| Fund Existence | 18 years | 37 years | - |
| Gain YTD | 0.623 | 0.399 | 156% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 675M | 209% |
| Annual Yield % from dividends | 3.62 | 3.56 | 102% |
| Returns for 1 year | 4.32 | 4.67 | 92% |
| Returns for 3 years | 11.11 | 10.69 | 104% |
| Returns for 5 years | 1.45 | -2.43 | -60% |
| Returns for 10 years | 2.92 | 14.11 | 21% |
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