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FBTAX vs RYCFX
FBTAX vs RYCFX Comparison Chart in %
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FBTAX vs. RYCFX commentary
Jul 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 Buy and RYCFX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.3B vs. RYCFX (83.4M). FBTAX pays higher dividends than RYCFX: FBTAX (2.95) vs RYCFX (0.00). FBTAX was incepted earlier than RYCFX: FBTAX (25 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 : -8.37 vs. RYCFX (-21.37). FBTAX return over 5 years is better than : -15.61 vs. RYCFX (-44.68).
| FBTAX | RYCFX | FBTAX / RYCFX | |
| Total Expense Ratio | 0.96 | 2.40 | 40% |
| Annual Report Gross Expense Ratio | 0.96 | 2.43 | 40% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | -3.344 | -1.157 | 289% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 83.4M | 1,554% |
| Annual Yield % from dividends | 2.95 | 0.00 | - |
| Returns for 1 year | -8.37 | -21.37 | 39% |
| Returns for 3 years | 25.97 | -14.12 | -184% |
| Returns for 5 years | -15.61 | -44.68 | 35% |
| Returns for 10 years | -9.37 | -53.60 | 17% |