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FDFTX vs FTRCX
FDFTX vs FTRCX Comparison Chart
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FDFTX vs. FTRCX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FDFTX has more cash in the bank: 50.5B vs. FTRCX (147M). FDFTX pays higher dividends than FTRCX: FDFTX (1.91) vs FTRCX (1.44). 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 (8.83) and FTRCX (8.59) have marching annual gain over last year. FDFTX return over 5 years is better than : 39.71 vs. FTRCX (21.20).
| 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 | 6.329 | 6.071 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.5B | 147M | 34,354% |
| Annual Yield % from dividends | 1.91 | 1.44 | 132% |
| Returns for 1 year | 8.83 | 8.59 | 103% |
| Returns for 3 years | 32.88 | 33.35 | 99% |
| Returns for 5 years | 39.71 | 21.20 | 187% |
| Returns for 10 years | N/A | 24.66 | - |
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