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EFRRX vs FFRTX
EFRRX vs FFRTX Comparison Chart
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EFRRX vs. FFRTX commentary
Apr 28, 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: 16B vs. EFRRX (5.57B). EFRRX pays higher dividends than FFRTX: EFRRX (8.75) vs FFRTX (7.84). EFRRX was incepted earlier than FFRTX: EFRRX (6 years) vs FFRTX (25 years). EFRRX (2.53) 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 : 5.85 vs. FFRTX (5.17). EFRRX return over 5 years is better than : 46.47 vs. FFRTX (42.44).
| EFRRX | FFRTX | EFRRX / FFRTX | |
| Total Expense Ratio | 2.53 | 1.02 | 248% |
| Annual Report Gross Expense Ratio | 2.53 | 1.02 | 248% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | -0.936 | -0.900 | 104% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 5.57B | 16B | 35% |
| Annual Yield % from dividends | 8.75 | 7.84 | 112% |
| Returns for 1 year | 5.85 | 5.17 | 113% |
| Returns for 3 years | 21.02 | 20.01 | 105% |
| Returns for 5 years | 46.47 | 42.44 | 110% |
| Returns for 10 years | N/A | 50.28 | - |
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