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EVFAX vs FFRTX
EVFAX vs FFRTX Comparison Chart in %
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EVFAX vs. FFRTX commentary
Jul 07, 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 EVFAX is a Hold and FFRTX is a Buy.
FUNDAMENTALS
Fundamentals
FFRTX has more cash in the bank: 15.1B vs. EVFAX (5.3B). EVFAX pays higher dividends than FFRTX: EVFAX (8.17) vs FFRTX (7.58). EVFAX was incepted earlier than FFRTX: EVFAX (17 years) vs FFRTX (25 years). EVFAX (2.67) is less costly to investors than FFRTX (1.02). FFRTX is a more actively managed with annual turnover of: 41.00 vs. EVFAX (35.00). FFRTX has a lower initial minimum investment than EVFAX: FFRTX (0) vs EVFAX (1000). FFRTX (6.92) and EVFAX (6.73) have marching annual gain over last year. EVFAX (40.28) and FFRTX (39.83) have equivalent 5 years return.
| EVFAX | FFRTX | EVFAX / FFRTX | |
| Total Expense Ratio | 2.67 | 1.02 | 262% |
| Annual Report Gross Expense Ratio | 2.67 | 1.02 | 262% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 2.241 | 2.328 | 96% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 5.3B | 15.1B | 35% |
| Annual Yield % from dividends | 8.17 | 7.58 | 108% |
| Returns for 1 year | 6.73 | 6.92 | 97% |
| Returns for 3 years | 32.18 | 30.20 | 107% |
| Returns for 5 years | 40.28 | 39.83 | 101% |
| Returns for 10 years | 61.18 | 55.63 | 110% |
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