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FBATX vs TRRFX
FBATX vs TRRFX Comparison Chart
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FBATX vs. TRRFX commentary
Apr 29, 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 TRRFX is a Hold.
FUNDAMENTALS
Fundamentals
FBATX has more cash in the bank: 3.81B vs. TRRFX (1.17B). FBATX pays higher dividends than TRRFX: FBATX (3.16) vs TRRFX (2.94). FBATX was incepted earlier than TRRFX: FBATX (11 years) vs TRRFX (21 years). TRRFX (0.49) is less costly to investors than FBATX (0.38). FBATX has a lower initial minimum investment than TRRFX: FBATX (250) vs TRRFX (2500). FBATX annual gain was more profitable for investors over the last year : 7.70 vs. TRRFX (6.60). FBATX return over 5 years is better than : 23.20 vs. TRRFX (6.18).
| FBATX | TRRFX | FBATX / TRRFX | |
| Total Expense Ratio | 0.38 | 0.49 | 78% |
| Annual Report Gross Expense Ratio | 0.38 | 0.49 | 78% |
| Fund Existence | 11 years | 21 years | - |
| Gain YTD | 2.249 | 1.003 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.81B | 1.17B | 325% |
| Annual Yield % from dividends | 3.16 | 2.94 | 108% |
| Returns for 1 year | 7.70 | 6.60 | 117% |
| Returns for 3 years | 10.57 | 5.50 | 192% |
| Returns for 5 years | 23.20 | 6.18 | 375% |
| Returns for 10 years | 28.63 | 11.20 | 256% |