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FAWTX vs RFUTX
FAWTX vs RFUTX Comparison Chart
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FAWTX vs. RFUTX commentary
May 24, 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 FAWTX is a Hold and RFUTX is a Hold.
FUNDAMENTALS
Fundamentals
FAWTX (15.9B) and RFUTX (15.9B) have equal amount of cash in the bank . RFUTX pays higher dividends than FAWTX: RFUTX (1.17) vs FAWTX (0.81). FAWTX was incepted earlier than RFUTX: FAWTX (10 years) vs RFUTX (10 years). FAWTX (0.75) is less costly to investors than RFUTX (0.39). FAWTX (5.00) and RFUTX (5.00) have comparable annual turnover. FAWTX (250) and RFUTX (250) have matching initial minimum investment requirements. RFUTX annual gain was more profitable for investors over the last year : 7.99 vs. FAWTX (7.56). RFUTX (52.31) and FAWTX (50.32) have equivalent 5 years return.
| FAWTX | RFUTX | FAWTX / RFUTX | |
| Total Expense Ratio | 0.75 | 0.39 | 192% |
| Annual Report Gross Expense Ratio | 0.75 | 0.39 | 192% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 3.600 | 3.793 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 15.9B | 100% |
| Annual Yield % from dividends | 0.81 | 1.17 | 69% |
| Returns for 1 year | 7.56 | 7.99 | 95% |
| Returns for 3 years | 28.71 | 29.78 | 96% |
| Returns for 5 years | 50.32 | 52.31 | 96% |
| Returns for 10 years | 82.36 | 86.09 | 96% |
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