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FNARX vs MLOCX
FNARX vs MLOCX Comparison Chart in %
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FNARX vs. MLOCX commentary
Feb 04, 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 FNARX is a Hold and MLOCX is a Hold.
FUNDAMENTALS
Fundamentals
FNARX has more cash in the bank: 826M vs. MLOCX (119M). FNARX pays higher dividends than MLOCX: FNARX (1.69) vs MLOCX (0.70). FNARX was incepted earlier than MLOCX: FNARX (29 years) vs MLOCX (12 years). MLOCX (2.30) is less costly to investors than FNARX (0.69). MLOCX is a more actively managed with annual turnover of: 220.00 vs. FNARX (68.00). FNARX (0) and MLOCX (0) have matching initial minimum investment requirements. FNARX annual gain was more profitable for investors over the last year : 39.87 vs. MLOCX (30.53). FNARX return over 5 years is better than : 196.75 vs. MLOCX (148.26).
| FNARX | MLOCX | FNARX / MLOCX | |
| Total Expense Ratio | 0.69 | 1.90 | 36% |
| Annual Report Gross Expense Ratio | 0.69 | 2.30 | 30% |
| Fund Existence | 29 years | 12 years | - |
| Gain YTD | 11.007 | 13.886 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 119M | 694% |
| Annual Yield % from dividends | 1.69 | 0.70 | 243% |
| Returns for 1 year | 39.87 | 30.53 | 131% |
| Returns for 3 years | 53.40 | 56.71 | 94% |
| Returns for 5 years | 196.75 | 148.26 | 133% |
| Returns for 10 years | 202.90 | 176.98 | 115% |
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