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FBHTX vs RRTRX
FBHTX vs RRTRX Comparison Chart
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FBHTX vs. RRTRX commentary
Jun 13, 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 FBHTX is a Hold and RRTRX is a Hold.
FUNDAMENTALS
Fundamentals
FBHTX has more cash in the bank: 40.8B vs. RRTRX (17.7B). FBHTX pays higher dividends than RRTRX: FBHTX (1.32) vs RRTRX (0.93). FBHTX was incepted earlier than RRTRX: FBHTX (11 years) vs RRTRX (18 years). RRTRX (1.11) is less costly to investors than FBHTX (0.45). RRTRX is a more actively managed with annual turnover of: 24.40 vs. FBHTX (5.00). FBHTX has a lower initial minimum investment than RRTRX: FBHTX (250) vs RRTRX (2500). FBHTX annual gain was more profitable for investors over the last year : 11.62 vs. RRTRX (9.10). FBHTX return over 5 years is better than : 49.22 vs. RRTRX (38.44).
| FBHTX | RRTRX | FBHTX / RRTRX | |
| Total Expense Ratio | 0.45 | 1.11 | 41% |
| Annual Report Gross Expense Ratio | 0.45 | 1.11 | 41% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 8.072 | 6.103 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 17.7B | 231% |
| Annual Yield % from dividends | 1.32 | 0.93 | 142% |
| Returns for 1 year | 11.62 | 9.10 | 128% |
| Returns for 3 years | 39.44 | 33.19 | 119% |
| Returns for 5 years | 49.22 | 38.44 | 128% |
| Returns for 10 years | 75.68 | 47.53 | 159% |
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