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FBFTX vs FTRCX
FBFTX vs FTRCX Comparison Chart
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FBFTX vs. FTRCX commentary
May 24, 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 FTRCX is a Hold.
FUNDAMENTALS
Fundamentals
FBFTX has more cash in the bank: 49.5B vs. FTRCX (143M). FBFTX pays higher dividends than FTRCX: FBFTX (1.90) vs FTRCX (1.49). FBFTX was incepted earlier than FTRCX: FBFTX (11 years) vs FTRCX (19 years). FTRCX (1.75) is less costly to investors than FBFTX (0.42). FTRCX is a more actively managed with annual turnover of: 33.89 vs. FBFTX (7.00). FBFTX has a lower initial minimum investment than FTRCX: FBFTX (250) vs FTRCX (1000). FBFTX (7.55) and FTRCX (7.21) have marching annual gain over last year. FBFTX return over 5 years is better than : 40.21 vs. FTRCX (21.70).
| FBFTX | FTRCX | FBFTX / FTRCX | |
| Total Expense Ratio | 0.42 | 1.45 | 29% |
| Annual Report Gross Expense Ratio | 0.42 | 1.75 | 24% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 3.592 | 3.214 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.5B | 143M | 34,615% |
| Annual Yield % from dividends | 1.90 | 1.49 | 128% |
| Returns for 1 year | 7.55 | 7.21 | 105% |
| Returns for 3 years | 22.98 | 23.64 | 97% |
| Returns for 5 years | 40.21 | 21.70 | 185% |
| Returns for 10 years | 55.62 | 20.28 | 274% |
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