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FBRLX vs SSFQX
FBRLX vs SSFQX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SSFQX has more cash in the bank: 1.48B vs. FBRLX (44.2M). FBRLX pays higher dividends than SSFQX: FBRLX (4.71) vs SSFQX (3.22). FBRLX was incepted earlier than SSFQX: FBRLX (19 years) vs SSFQX (4 years). FBRLX (1.71) is less costly to investors than SSFQX (0.76). FBRLX is a more actively managed with annual turnover of: 38.32 vs. SSFQX (17.00). SSFQX has a lower initial minimum investment than FBRLX: SSFQX (0) vs FBRLX (1000). FBRLX annual gain was more profitable for investors over the last year : 6.96 vs. SSFQX (6.32).
| FBRLX | SSFQX | FBRLX / SSFQX | |
| Total Expense Ratio | 1.01 | 0.59 | 171% |
| Annual Report Gross Expense Ratio | 1.71 | 0.76 | 225% |
| Fund Existence | 19 years | 4 years | - |
| Gain YTD | 7.554 | 9.015 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.2M | 1.48B | 3% |
| Annual Yield % from dividends | 4.71 | 3.22 | 147% |
| Returns for 1 year | 6.96 | 6.32 | 110% |
| Returns for 3 years | 29.23 | 20.97 | 139% |
| Returns for 5 years | 17.33 | N/A | - |
| Returns for 10 years | 37.74 | N/A | - |
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