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EFRRX vs FFRHX
EFRRX vs FFRHX Comparison Chart
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EFRRX vs. FFRHX commentary
May 24, 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 FFRHX is a Buy.
FUNDAMENTALS
Fundamentals
FFRHX has more cash in the bank: 14.4B vs. EFRRX (5.17B). EFRRX pays higher dividends than FFRHX: EFRRX (8.76) vs FFRHX (8.12). EFRRX was incepted earlier than FFRHX: EFRRX (6 years) vs FFRHX (23 years). EFRRX (2.35) is less costly to investors than FFRHX (0.73). FFRHX is a more actively managed with annual turnover of: 41.00 vs. EFRRX (35.00). FFRHX has a lower initial minimum investment than EFRRX: FFRHX (0) vs EFRRX (5000000). EFRRX (6.24) and FFRHX (6.08) have marching annual gain over last year. EFRRX return over 5 years is better than : 46.28 vs. FFRHX (42.96).
| EFRRX | FFRHX | EFRRX / FFRHX | |
| Total Expense Ratio | 2.35 | 0.73 | 322% |
| Annual Report Gross Expense Ratio | 2.35 | 0.73 | 322% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 0.695 | 0.549 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 5.17B | 14.4B | 36% |
| Annual Yield % from dividends | 8.76 | 8.12 | 108% |
| Returns for 1 year | 6.24 | 6.08 | 103% |
| Returns for 3 years | 27.98 | 26.28 | 106% |
| Returns for 5 years | 46.28 | 42.96 | 108% |
| Returns for 10 years | N/A | 56.88 | - |
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