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FBFTX vs REFTX
FBFTX vs REFTX Comparison Chart
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FBFTX vs. REFTX 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 REFTX is a Hold.
FUNDAMENTALS
Fundamentals
FBFTX (49.5B) and REFTX (49.5B) have equal amount of cash in the bank . REFTX (1.92) and FBFTX (1.90) have matching dividends . FBFTX was incepted earlier than REFTX: FBFTX (11 years) vs REFTX (18 years). FBFTX (0.42) is less costly to investors than REFTX (0.39). FBFTX (7.00) and REFTX (7.00) have comparable annual turnover. FBFTX (250) and REFTX (250) have matching initial minimum investment requirements. FBFTX annual gain was more profitable for investors over the last year : 7.55 vs. REFTX (7.03). REFTX (40.83) and FBFTX (40.21) have equivalent 5 years return.
| FBFTX | REFTX | FBFTX / REFTX | |
| Total Expense Ratio | 0.42 | 0.39 | 108% |
| Annual Report Gross Expense Ratio | 0.42 | 0.39 | 108% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 3.592 | 3.762 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.5B | 49.5B | 100% |
| Annual Yield % from dividends | 1.90 | 1.92 | 99% |
| Returns for 1 year | 7.55 | 7.03 | 107% |
| Returns for 3 years | 22.98 | 22.81 | 101% |
| Returns for 5 years | 40.21 | 40.83 | 98% |
| Returns for 10 years | 55.62 | 55.24 | 101% |
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