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FFRTX vs SPFPX
FFRTX vs SPFPX Comparison Chart
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FFRTX vs. SPFPX commentary
Jun 16, 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 SPFPX is a Hold.
FUNDAMENTALS
Fundamentals
FFRTX has more cash in the bank: 14.8B vs. SPFPX (66.9M). SPFPX pays higher dividends than FFRTX: SPFPX (9.81) vs FFRTX (7.68). FFRTX was incepted earlier than SPFPX: FFRTX (25 years) vs SPFPX (10 years). SPFPX (1.34) is less costly to investors than FFRTX (1.02). SPFPX is a more actively managed with annual turnover of: 128.00 vs. FFRTX (41.00). FFRTX has a lower initial minimum investment than SPFPX: FFRTX (0) vs SPFPX (2500). FFRTX annual gain was more profitable for investors over the last year : 5.95 vs. SPFPX (0.60). FFRTX return over 5 years is better than : 37.12 vs. SPFPX (24.11).
| FFRTX | SPFPX | FFRTX / SPFPX | |
| Total Expense Ratio | 1.02 | 1.20 | 85% |
| Annual Report Gross Expense Ratio | 1.02 | 1.34 | 76% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 1.068 | -2.640 | -40% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 14.8B | 66.9M | 22,123% |
| Annual Yield % from dividends | 7.68 | 9.81 | 78% |
| Returns for 1 year | 5.95 | 0.60 | 983% |
| Returns for 3 years | 26.30 | 13.98 | 188% |
| Returns for 5 years | 37.12 | 24.11 | 154% |
| Returns for 10 years | 53.66 | N/A | - |
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