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FFEZX vs REFTX
FFEZX vs REFTX Comparison Chart in %
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FFEZX vs. REFTX commentary
Aug 26, 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 FFEZX is a Hold and REFTX is a Hold.
FUNDAMENTALS
Fundamentals
REFTX has more cash in the bank: 52.7B vs. FFEZX (25.9B). FFEZX pays higher dividends than REFTX: FFEZX (2.19) vs REFTX (1.76). FFEZX was incepted earlier than REFTX: FFEZX (10 years) vs REFTX (19 years). REFTX (0.39) is less costly to investors than FFEZX (0.08). FFEZX is a more actively managed with annual turnover of: 15.00 vs. REFTX (7.00). REFTX has a lower initial minimum investment than FFEZX: REFTX (250) vs FFEZX (5000000). FFEZX annual gain was more profitable for investors over the last year : 12.35 vs. REFTX (11.08). FFEZX return over 5 years is better than : 49.20 vs. REFTX (35.67).
| FFEZX | REFTX | FFEZX / REFTX | |
| Total Expense Ratio | 0.08 | 0.39 | 21% |
| Annual Report Gross Expense Ratio | 0.08 | 0.39 | 21% |
| Fund Existence | 10 years | 19 years | - |
| Gain YTD | 11.612 | 12.017 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.9B | 52.7B | 49% |
| Annual Yield % from dividends | 2.19 | 1.76 | 124% |
| Returns for 1 year | 12.35 | 11.08 | 111% |
| Returns for 3 years | 39.82 | 32.03 | 124% |
| Returns for 5 years | 49.20 | 35.67 | 138% |
| Returns for 10 years | 102.00 | 86.58 | 118% |
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