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FBIFX vs RCKTX
FBIFX vs RCKTX Comparison Chart in %
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FBIFX vs. RCKTX commentary
Sep 11, 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 FBIFX is a Hold and RCKTX is a Hold.
FUNDAMENTALS
Fundamentals
RCKTX has more cash in the bank: 49.4B vs. FBIFX (27.5B). FBIFX pays higher dividends than RCKTX: FBIFX (1.87) vs RCKTX (0.87). FBIFX was incepted earlier than RCKTX: FBIFX (16 years) vs RCKTX (19 years). RCKTX (1.00) is less costly to investors than FBIFX (0.12). FBIFX is a more actively managed with annual turnover of: 13.00 vs. RCKTX (6.00). FBIFX has a lower initial minimum investment than RCKTX: FBIFX (0) vs RCKTX (250). FBIFX (16.71) and RCKTX (15.96) have marching annual gain over last year. FBIFX return over 5 years is better than : 63.30 vs. RCKTX (42.39).
| FBIFX | RCKTX | FBIFX / RCKTX | |
| Total Expense Ratio | 0.12 | 1.00 | 12% |
| Annual Report Gross Expense Ratio | 0.12 | 1.00 | 12% |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | 14.129 | 14.633 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.5B | 49.4B | 56% |
| Annual Yield % from dividends | 1.87 | 0.87 | 215% |
| Returns for 1 year | 16.71 | 15.96 | 105% |
| Returns for 3 years | 50.73 | 38.76 | 131% |
| Returns for 5 years | 63.30 | 42.39 | 149% |
| Returns for 10 years | 107.09 | 89.70 | 119% |
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