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EFRRX vs FFRTX
EFRRX vs FFRTX Comparison Chart
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EFRRX vs. FFRTX 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 FFRTX is a Buy.
FUNDAMENTALS
Fundamentals
FFRTX has more cash in the bank: 14.4B vs. EFRRX (5.17B). EFRRX pays higher dividends than FFRTX: EFRRX (8.76) vs FFRTX (7.83). EFRRX was incepted earlier than FFRTX: EFRRX (6 years) vs FFRTX (25 years). EFRRX (2.35) is less costly to investors than FFRTX (1.02). FFRTX is a more actively managed with annual turnover of: 41.00 vs. EFRRX (35.00). FFRTX has a lower initial minimum investment than EFRRX: FFRTX (0) vs EFRRX (5000000). EFRRX annual gain was more profitable for investors over the last year : 6.24 vs. FFRTX (5.77). EFRRX return over 5 years is better than : 46.28 vs. FFRTX (40.86).
| EFRRX | FFRTX | EFRRX / FFRTX | |
| 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 | 0.695 | 0.451 | 154% |
| Front Load | N/A | 3% | - |
| 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 | 7.83 | 112% |
| Returns for 1 year | 6.24 | 5.77 | 108% |
| Returns for 3 years | 27.98 | 25.21 | 111% |
| Returns for 5 years | 46.28 | 40.86 | 113% |
| Returns for 10 years | N/A | 52.06 | - |
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