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FBATX vs RCATX
FBATX vs RCATX Comparison Chart
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FBATX vs. RCATX commentary
May 03, 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 FBATX is a Hold and RCATX is a Hold.
FUNDAMENTALS
Fundamentals
FBATX (3.8B) and RCATX (3.8B) have equal amount of cash in the bank . FBATX pays higher dividends than RCATX: FBATX (3.15) vs RCATX (2.57). FBATX was incepted earlier than RCATX: FBATX (11 years) vs RCATX (18 years). RCATX (0.93) is less costly to investors than FBATX (0.38). FBATX (8.00) and RCATX (8.00) have comparable annual turnover. FBATX (250) and RCATX (250) have matching initial minimum investment requirements. FBATX annual gain was more profitable for investors over the last year : 8.41 vs. RCATX (7.81). FBATX return over 5 years is better than : 24.23 vs. RCATX (21.42).
| FBATX | RCATX | FBATX / RCATX | |
| Total Expense Ratio | 0.38 | 0.93 | 41% |
| Annual Report Gross Expense Ratio | 0.38 | 0.93 | 41% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 3.201 | 3.036 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 3.8B | 100% |
| Annual Yield % from dividends | 3.15 | 2.57 | 123% |
| Returns for 1 year | 8.41 | 7.81 | 108% |
| Returns for 3 years | 12.28 | 10.63 | 116% |
| Returns for 5 years | 24.23 | 21.42 | 113% |
| Returns for 10 years | 31.18 | 27.00 | 115% |
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