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FBFTX vs FRTAX
FBFTX vs FRTAX Comparison Chart
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FBFTX vs. FRTAX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FBFTX has more cash in the bank: 50.5B vs. FRTAX (147M). FRTAX pays higher dividends than FBFTX: FRTAX (1.93) vs FBFTX (1.83). 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 annual gain was more profitable for investors over the last year : 9.46 vs. FBFTX (8.71). FBFTX return over 5 years is better than : 39.27 vs. FRTAX (25.42).
| 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 | 6.233 | 6.483 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.5B | 147M | 34,354% |
| Annual Yield % from dividends | 1.83 | 1.93 | 95% |
| Returns for 1 year | 8.71 | 9.46 | 92% |
| Returns for 3 years | 32.57 | 35.75 | 91% |
| Returns for 5 years | 39.27 | 25.42 | 154% |
| Returns for 10 years | 60.43 | 31.56 | 192% |
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