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FBTAX vs RYCFX
FBTAX vs RYCFX Comparison Chart
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FBTAX vs. RYCFX commentary
Apr 04, 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 FBTAX is a Hold and RYCFX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.39B vs. RYCFX (85.8M). FBTAX pays higher dividends than RYCFX: FBTAX (2.97) vs RYCFX (0.00). FBTAX was incepted earlier than RYCFX: FBTAX (24 years) vs RYCFX (24 years). RYCFX (2.43) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 vs. RYCFX (51.00). FBTAX has a lower initial minimum investment than RYCFX: FBTAX (0) vs RYCFX (2500). FBTAX annual gain was more profitable for investors over the last year : -12.66 vs. RYCFX (-19.97). FBTAX return over 5 years is better than : 10.53 vs. RYCFX (-27.70).
| FBTAX | RYCFX | FBTAX / RYCFX | |
| Total Expense Ratio | 0.96 | 2.40 | 40% |
| Annual Report Gross Expense Ratio | 0.96 | 2.43 | 40% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -6.211 | -2.192 | 283% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 85.8M | 1,621% |
| Annual Yield % from dividends | 2.97 | 0.00 | - |
| Returns for 1 year | -12.66 | -19.97 | 63% |
| Returns for 3 years | 2.83 | -24.86 | -11% |
| Returns for 5 years | 10.53 | -27.70 | -38% |
| Returns for 10 years | -4.32 | -50.29 | 9% |
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