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EFRRX vs FFRTX
EFRRX vs FFRTX Comparison Chart in %
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EFRRX vs. FFRTX commentary
Jul 06, 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: 15.1B vs. EFRRX (5.3B). EFRRX pays higher dividends than FFRTX: EFRRX (8.46) vs FFRTX (7.58). 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 (7.14) and FFRTX (6.92) have marching annual gain over last year. EFRRX return over 5 years is better than : 42.49 vs. FFRTX (39.83).
| 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 | 2.382 | 2.328 | 102% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 5.3B | 15.1B | 35% |
| Annual Yield % from dividends | 8.46 | 7.58 | 112% |
| Returns for 1 year | 7.14 | 6.92 | 103% |
| Returns for 3 years | 33.62 | 30.20 | 111% |
| Returns for 5 years | 42.49 | 39.83 | 107% |
| Returns for 10 years | N/A | 55.63 | - |
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