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FBATX vs TRRFX
FBATX vs TRRFX Comparison Chart in %
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FBATX vs. TRRFX commentary
Jul 06, 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: 3.92B vs. TRRFX (1.2B). FBATX pays higher dividends than TRRFX: FBATX (3.03) vs TRRFX (2.82). 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). TRRFX is a more actively managed with annual turnover of: 29.60 vs. FBATX (8.00). 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 : 9.48 vs. TRRFX (7.75). FBATX return over 5 years is better than : 23.42 vs. TRRFX (3.98).
| 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 | 7.612 | 5.931 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.92B | 1.2B | 326% |
| Annual Yield % from dividends | 3.03 | 2.82 | 107% |
| Returns for 1 year | 9.48 | 7.75 | 122% |
| Returns for 3 years | 20.33 | 15.93 | 128% |
| Returns for 5 years | 23.42 | 3.98 | 588% |
| Returns for 10 years | 38.64 | 18.93 | 204% |
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