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FBKTX vs RFUTX
FBKTX vs RFUTX Comparison Chart
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FBKTX vs. RFUTX 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 FBKTX is a Hold and RFUTX is a Hold.
FUNDAMENTALS
Fundamentals
FBKTX (15.9B) and RFUTX (15.9B) have equal amount of cash in the bank . RFUTX pays higher dividends than FBKTX: RFUTX (1.17) vs FBKTX (1.10). FBKTX was incepted earlier than RFUTX: FBKTX (10 years) vs RFUTX (10 years). FBKTX (0.48) is less costly to investors than RFUTX (0.39). FBKTX (5.00) and RFUTX (5.00) have comparable annual turnover. FBKTX (250) and RFUTX (250) have matching initial minimum investment requirements. RFUTX (8.44) and FBKTX (8.39) have marching annual gain over last year. RFUTX (51.90) and FBKTX (51.43) have equivalent 5 years return.
| FBKTX | RFUTX | FBKTX / RFUTX | |
| Total Expense Ratio | 0.48 | 0.39 | 123% |
| Annual Report Gross Expense Ratio | 0.48 | 0.39 | 123% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 3.468 | 3.514 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 15.9B | 100% |
| Annual Yield % from dividends | 1.10 | 1.17 | 94% |
| Returns for 1 year | 8.39 | 8.44 | 99% |
| Returns for 3 years | 30.33 | 30.49 | 99% |
| Returns for 5 years | 51.43 | 51.90 | 99% |
| Returns for 10 years | 86.56 | 87.40 | 99% |
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