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EVFAX vs FFRTX
EVFAX vs FFRTX Comparison Chart in %
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EVFAX vs. FFRTX commentary
Oct 26, 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 Hold.
FUNDAMENTALS
Fundamentals
FFRTX has more cash in the bank: 15.2B vs. EVFAX (5.11B). FFRTX (7.28) and EVFAX (7.27) have matching dividends . EVFAX was incepted earlier than FFRTX: EVFAX (18 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 annual gain was more profitable for investors over the last year : 5.45 vs. EVFAX (4.58). FFRTX return over 5 years is better than : 36.05 vs. EVFAX (34.23).
| EVFAX | FFRTX | EVFAX / FFRTX | |
| Total Expense Ratio | 2.67 | 1.02 | 262% |
| Annual Report Gross Expense Ratio | 2.67 | 1.02 | 262% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 2.490 | 3.343 | 74% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 5.11B | 15.2B | 34% |
| Annual Yield % from dividends | 7.27 | 7.28 | 100% |
| Returns for 1 year | 4.58 | 5.45 | 84% |
| Returns for 3 years | 30.71 | 28.63 | 107% |
| Returns for 5 years | 34.23 | 36.05 | 95% |
| Returns for 10 years | 64.82 | 60.10 | 108% |
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