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FFRTX vs SFHIX
FFRTX vs SFHIX Comparison Chart in %
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FFRTX vs. SFHIX commentary
Aug 25, 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 SFHIX is a Hold.
FUNDAMENTALS
Fundamentals
FFRTX has more cash in the bank: 15.2B vs. SFHIX (281M). SFHIX (7.63) and FFRTX (7.49) have matching dividends . FFRTX was incepted earlier than SFHIX: FFRTX (25 years) vs SFHIX (11 years). FFRTX (1.02) is less costly to investors than SFHIX (0.73). SFHIX is a more actively managed with annual turnover of: 70.00 vs. FFRTX (41.00). FFRTX has a lower initial minimum investment than SFHIX: FFRTX (0) vs SFHIX (1000000). SFHIX annual gain was more profitable for investors over the last year : 6.96 vs. FFRTX (6.57). FFRTX return over 5 years is better than : 37.01 vs. SFHIX (33.71).
| FFRTX | SFHIX | FFRTX / SFHIX | |
| Total Expense Ratio | 1.02 | 0.55 | 185% |
| Annual Report Gross Expense Ratio | 1.02 | 0.73 | 140% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 2.482 | 3.873 | 64% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 15.2B | 281M | 5,409% |
| Annual Yield % from dividends | 7.49 | 7.63 | 98% |
| Returns for 1 year | 6.57 | 6.96 | 94% |
| Returns for 3 years | 25.76 | 25.75 | 100% |
| Returns for 5 years | 37.01 | 33.71 | 110% |
| Returns for 10 years | 58.52 | 57.65 | 102% |
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