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FBMTX vs RCPTX
FBMTX vs RCPTX Comparison Chart
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FBMTX vs. RCPTX commentary
May 25, 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 FBMTX is a Hold and RCPTX is a Hold.
FUNDAMENTALS
Fundamentals
FBMTX (4.43B) and RCPTX (4.43B) have equal amount of cash in the bank . FBMTX pays higher dividends than RCPTX: FBMTX (1.05) vs RCPTX (0.59). FBMTX was incepted earlier than RCPTX: FBMTX (5 years) vs RCPTX (5 years). RCPTX (1.03) is less costly to investors than FBMTX (0.48). FBMTX (4.00) and RCPTX (4.00) have comparable annual turnover. FBMTX (250) and RCPTX (250) have matching initial minimum investment requirements. FBMTX annual gain was more profitable for investors over the last year : 8.86 vs. RCPTX (8.20). FBMTX return over 5 years is better than : 63.66 vs. RCPTX (60.11).
| FBMTX | RCPTX | FBMTX / RCPTX | |
| Total Expense Ratio | 0.48 | 1.03 | 47% |
| Annual Report Gross Expense Ratio | 0.48 | 1.03 | 47% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 3.434 | 3.176 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.43B | 4.43B | 100% |
| Annual Yield % from dividends | 1.05 | 0.59 | 178% |
| Returns for 1 year | 8.86 | 8.20 | 108% |
| Returns for 3 years | 34.53 | 33.17 | 104% |
| Returns for 5 years | 63.66 | 60.11 | 106% |
| Returns for 10 years | N/A | N/A | - |
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