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FDFTX vs FRTAX
FDFTX vs FRTAX Comparison Chart
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FDFTX vs. FRTAX 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 FDFTX is a Hold and FRTAX is a Hold.
FUNDAMENTALS
Fundamentals
FDFTX has more cash in the bank: 49.4B vs. FRTAX (143M). FRTAX (2.01) and FDFTX (1.98) have matching dividends . FDFTX was incepted earlier than FRTAX: FDFTX (8 years) vs FRTAX (19 years). FRTAX (1.00) is less costly to investors than FDFTX (0.34). FRTAX is a more actively managed with annual turnover of: 33.89 vs. FDFTX (7.00). FRTAX has a lower initial minimum investment than FDFTX: FRTAX (1000) vs FDFTX (1000000). FRTAX (7.84) and FDFTX (7.67) have marching annual gain over last year. FDFTX return over 5 years is better than : 40.75 vs. FRTAX (25.64).
| FDFTX | FRTAX | FDFTX / FRTAX | |
| Total Expense Ratio | 0.34 | 0.70 | 49% |
| Annual Report Gross Expense Ratio | 0.34 | 1.00 | 34% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 3.692 | 3.379 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.4B | 143M | 34,545% |
| Annual Yield % from dividends | 1.98 | 2.01 | 99% |
| Returns for 1 year | 7.67 | 7.84 | 98% |
| Returns for 3 years | 23.21 | 25.68 | 90% |
| Returns for 5 years | 40.75 | 25.64 | 159% |
| Returns for 10 years | N/A | 26.67 | - |
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