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FDFTX vs SRJYX
FDFTX vs SRJYX Comparison Chart
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FDFTX vs. SRJYX commentary
Apr 29, 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 SRJYX is a Hold.
FUNDAMENTALS
Fundamentals
FDFTX has more cash in the bank: 48B vs. SRJYX (3.76B). SRJYX pays higher dividends than FDFTX: SRJYX (2.97) vs FDFTX (1.99). FDFTX was incepted earlier than SRJYX: FDFTX (8 years) vs SRJYX (10 years). SRJYX (0.41) is less costly to investors than FDFTX (0.34). FDFTX has a lower initial minimum investment than SRJYX: FDFTX (1000000) vs SRJYX (15000000). FDFTX annual gain was more profitable for investors over the last year : 6.68 vs. SRJYX (5.83). FDFTX return over 5 years is better than : 37.69 vs. SRJYX (22.63).
| FDFTX | SRJYX | FDFTX / SRJYX | |
| Total Expense Ratio | 0.34 | 0.40 | 85% |
| Annual Report Gross Expense Ratio | 0.34 | 0.41 | 83% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 0.475 | -0.304 | -156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48B | 3.76B | 1,277% |
| Annual Yield % from dividends | 1.99 | 2.97 | 67% |
| Returns for 1 year | 6.68 | 5.83 | 115% |
| Returns for 3 years | 16.66 | 13.16 | 127% |
| Returns for 5 years | 37.69 | 22.63 | 167% |
| Returns for 10 years | N/A | 27.12 | - |