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FFRTX vs SAMBX
FFRTX vs SAMBX Comparison Chart in %
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FFRTX vs. SAMBX commentary
Aug 03, 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 FFRTX is a Buy and SAMBX is a Hold.
FUNDAMENTALS
Fundamentals
FFRTX has more cash in the bank: 15.2B vs. SAMBX (1.38B). SAMBX pays higher dividends than FFRTX: SAMBX (8.93) vs FFRTX (7.49). FFRTX was incepted earlier than SAMBX: FFRTX (25 years) vs SAMBX (19 years). FFRTX (1.02) is less costly to investors than SAMBX (0.77). SAMBX is a more actively managed with annual turnover of: 110.00 vs. FFRTX (41.00). FFRTX has a lower initial minimum investment than SAMBX: FFRTX (0) vs SAMBX (100000). SAMBX annual gain was more profitable for investors over the last year : 6.92 vs. FFRTX (6.46). FFRTX (37.93) and SAMBX (37.50) have equivalent 5 years return.
| FFRTX | SAMBX | FFRTX / SAMBX | |
| Total Expense Ratio | 1.02 | 0.64 | 159% |
| Annual Report Gross Expense Ratio | 1.02 | 0.77 | 132% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 2.482 | 2.893 | 86% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 15.2B | 1.38B | 1,101% |
| Annual Yield % from dividends | 7.49 | 8.93 | 84% |
| Returns for 1 year | 6.46 | 6.92 | 93% |
| Returns for 3 years | 27.15 | 27.80 | 98% |
| Returns for 5 years | 37.93 | 37.50 | 101% |
| Returns for 10 years | 56.54 | 55.56 | 102% |
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