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FBMTX vs RFVTX
FBMTX vs RFVTX Comparison Chart
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FBMTX vs. RFVTX commentary
May 14, 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 RFVTX is a Hold.
FUNDAMENTALS
Fundamentals
FBMTX (4.43B) and RFVTX (4.43B) have equal amount of cash in the bank . RFVTX pays higher dividends than FBMTX: RFVTX (1.13) vs FBMTX (1.05). FBMTX was incepted earlier than RFVTX: FBMTX (5 years) vs RFVTX (5 years). FBMTX (0.48) is less costly to investors than RFVTX (0.39). FBMTX (4.00) and RFVTX (4.00) have comparable annual turnover. FBMTX (250) and RFVTX (250) have matching initial minimum investment requirements. RFVTX (10.12) and FBMTX (10.06) have marching annual gain over last year. RFVTX (71.54) and FBMTX (69.72) have equivalent 5 years return.
| FBMTX | RFVTX | FBMTX / RFVTX | |
| Total Expense Ratio | 0.48 | 0.39 | 123% |
| Annual Report Gross Expense Ratio | 0.48 | 0.39 | 123% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 3.892 | 3.888 | 100% |
| 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 | 1.13 | 94% |
| Returns for 1 year | 10.06 | 10.12 | 99% |
| Returns for 3 years | 33.95 | 35.13 | 97% |
| Returns for 5 years | 69.72 | 71.54 | 97% |
| Returns for 10 years | N/A | N/A | - |