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FBFTX vs FRTAX
FBFTX vs FRTAX Comparison Chart
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FBFTX vs. FRTAX commentary
May 25, 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 FBFTX is a Hold and FRTAX is a Hold.
FUNDAMENTALS
Fundamentals
FBFTX has more cash in the bank: 49.4B vs. FRTAX (143M). FRTAX pays higher dividends than FBFTX: FRTAX (2.01) vs FBFTX (1.90). FBFTX was incepted earlier than FRTAX: FBFTX (11 years) vs FRTAX (19 years). FRTAX (1.00) is less costly to investors than FBFTX (0.42). FRTAX is a more actively managed with annual turnover of: 33.89 vs. FBFTX (7.00). FBFTX has a lower initial minimum investment than FRTAX: FBFTX (250) vs FRTAX (1000). FRTAX (7.84) and FBFTX (7.55) have marching annual gain over last year. FBFTX return over 5 years is better than : 40.21 vs. FRTAX (25.64).
| FBFTX | FRTAX | FBFTX / FRTAX | |
| Total Expense Ratio | 0.42 | 0.70 | 60% |
| Annual Report Gross Expense Ratio | 0.42 | 1.00 | 42% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 3.592 | 3.379 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.4B | 143M | 34,545% |
| Annual Yield % from dividends | 1.90 | 2.01 | 95% |
| Returns for 1 year | 7.55 | 7.84 | 96% |
| Returns for 3 years | 22.98 | 25.68 | 89% |
| Returns for 5 years | 40.21 | 25.64 | 157% |
| Returns for 10 years | 55.62 | 26.67 | 209% |
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