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FDFTX vs FTRCX
FDFTX vs FTRCX Comparison Chart
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FDFTX vs. FTRCX commentary
May 24, 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 FTRCX is a Hold.
FUNDAMENTALS
Fundamentals
FDFTX has more cash in the bank: 49.5B vs. FTRCX (143M). FDFTX pays higher dividends than FTRCX: FDFTX (1.98) vs FTRCX (1.49). FDFTX was incepted earlier than FTRCX: FDFTX (8 years) vs FTRCX (19 years). FTRCX (1.75) is less costly to investors than FDFTX (0.34). FTRCX is a more actively managed with annual turnover of: 33.89 vs. FDFTX (7.00). FTRCX has a lower initial minimum investment than FDFTX: FTRCX (1000) vs FDFTX (1000000). FDFTX annual gain was more profitable for investors over the last year : 7.67 vs. FTRCX (7.21). FDFTX return over 5 years is better than : 40.75 vs. FTRCX (21.70).
| FDFTX | FTRCX | FDFTX / FTRCX | |
| Total Expense Ratio | 0.34 | 1.45 | 23% |
| Annual Report Gross Expense Ratio | 0.34 | 1.75 | 19% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 3.692 | 3.214 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.5B | 143M | 34,615% |
| Annual Yield % from dividends | 1.98 | 1.49 | 133% |
| Returns for 1 year | 7.67 | 7.21 | 106% |
| Returns for 3 years | 23.21 | 23.64 | 98% |
| Returns for 5 years | 40.75 | 21.70 | 188% |
| Returns for 10 years | N/A | 20.28 | - |
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