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DFRAX vs FFRTX
DFRAX vs FFRTX Comparison Chart
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DFRAX vs. FFRTX commentary
May 12, 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 DFRAX is a Hold and FFRTX is a Buy.
FUNDAMENTALS
Fundamentals
FFRTX has more cash in the bank: 14.4B vs. DFRAX (125M). DFRAX (8.20) and FFRTX (7.83) have matching dividends . DFRAX was incepted earlier than FFRTX: DFRAX (18 years) vs FFRTX (25 years). DFRAX (1.31) is less costly to investors than FFRTX (1.02). DFRAX is a more actively managed with annual turnover of: 66.00 vs. FFRTX (41.00). DFRAX (3%) and FFRTX (3%) have equivalent initial investment costs. FFRTX has a lower initial minimum investment than DFRAX: FFRTX (0) vs DFRAX (1000). DFRAX (500) and FFRTX (500) have similar IRA initial investment minimum. FFRTX annual gain was more profitable for investors over the last year : 5.42 vs. DFRAX (5.10). FFRTX return over 5 years is better than : 42.72 vs. DFRAX (34.69).
| DFRAX | FFRTX | DFRAX / FFRTX | |
| Total Expense Ratio | 1.05 | 1.02 | 103% |
| Annual Report Gross Expense Ratio | 1.31 | 1.02 | 128% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 0.714 | 0.120 | 593% |
| Front Load | 3% | 3% | 100% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 500 | 500 | 100% |
| Net Assets | 125M | 14.4B | 1% |
| Annual Yield % from dividends | 8.20 | 7.83 | 105% |
| Returns for 1 year | 5.10 | 5.42 | 94% |
| Returns for 3 years | 20.93 | 23.18 | 90% |
| Returns for 5 years | 34.69 | 42.72 | 81% |
| Returns for 10 years | 32.81 | 51.56 | 64% |
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