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FAPTX vs FTRTX
FAPTX vs FTRTX Comparison Chart in %
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FAPTX vs. FTRTX commentary
Aug 12, 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 FAPTX is a Hold and FTRTX is a Hold.
FUNDAMENTALS
Fundamentals
FAPTX has more cash in the bank: 32.6B vs. FTRTX (109M). FAPTX pays higher dividends than FTRTX: FAPTX (2.35) vs FTRTX (1.63). FAPTX was incepted earlier than FTRTX: FAPTX (11 years) vs FTRTX (19 years). FTRTX (1.03) is less costly to investors than FAPTX (0.67). FTRTX is a more actively managed with annual turnover of: 37.51 vs. FAPTX (10.00). FAPTX has a lower initial minimum investment than FTRTX: FAPTX (250) vs FTRTX (1000). FAPTX annual gain was more profitable for investors over the last year : 8.73 vs. FTRTX (7.82). FAPTX return over 5 years is better than : 19.23 vs. FTRTX (14.69).
| FAPTX | FTRTX | FAPTX / FTRTX | |
| Total Expense Ratio | 0.67 | 0.70 | 96% |
| Annual Report Gross Expense Ratio | 0.67 | 1.03 | 65% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 8.824 | 5.495 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.6B | 109M | 29,908% |
| Annual Yield % from dividends | 2.35 | 1.63 | 145% |
| Returns for 1 year | 8.73 | 7.82 | 112% |
| Returns for 3 years | 18.72 | 22.51 | 83% |
| Returns for 5 years | 19.23 | 14.69 | 131% |
| Returns for 10 years | 42.83 | 26.67 | 161% |