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EFRRX vs FFRAX
EFRRX vs FFRAX Comparison Chart in %
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EFRRX vs. FFRAX commentary
Sep 18, 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 EFRRX is a Hold and FFRAX is a Buy.
FUNDAMENTALS
Fundamentals
FFRAX has more cash in the bank: 15.2B vs. EFRRX (5.2B). EFRRX pays higher dividends than FFRAX: EFRRX (8.25) vs FFRAX (7.38). EFRRX was incepted earlier than FFRAX: EFRRX (6 years) vs FFRAX (25 years). EFRRX (2.35) is less costly to investors than FFRAX (1.02). FFRAX is a more actively managed with annual turnover of: 41.00 vs. EFRRX (35.00). FFRAX has a lower initial minimum investment than EFRRX: FFRAX (0) vs EFRRX (5000000). FFRAX (6.70) and EFRRX (6.59) have marching annual gain over last year. EFRRX (37.24) and FFRAX (35.92) have equivalent 5 years return.
| EFRRX | FFRAX | EFRRX / FFRAX | |
| Total Expense Ratio | 2.35 | 1.02 | 230% |
| Annual Report Gross Expense Ratio | 2.35 | 1.02 | 230% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 3.422 | 3.317 | 103% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 5.2B | 15.2B | 34% |
| Annual Yield % from dividends | 8.25 | 7.38 | 112% |
| Returns for 1 year | 6.59 | 6.70 | 98% |
| Returns for 3 years | 30.14 | 27.02 | 112% |
| Returns for 5 years | 37.24 | 35.92 | 104% |
| Returns for 10 years | N/A | 58.91 | - |
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