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FFRTX vs SPFYX
FFRTX vs SPFYX Comparison Chart in %
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FFRTX vs. SPFYX commentary
Jul 20, 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 SPFYX is a Hold.
FUNDAMENTALS
Fundamentals
FFRTX has more cash in the bank: 15.1B vs. SPFYX (65.5M). SPFYX pays higher dividends than FFRTX: SPFYX (10.37) vs FFRTX (7.58). FFRTX was incepted earlier than SPFYX: FFRTX (25 years) vs SPFYX (10 years). SPFYX (1.06) and FFRTX (1.02) have similar cost to investors . SPFYX is a more actively managed with annual turnover of: 128.00 vs. FFRTX (41.00). FFRTX has a lower initial minimum investment than SPFYX: FFRTX (0) vs SPFYX (100000). FFRTX annual gain was more profitable for investors over the last year : 6.92 vs. SPFYX (2.64). FFRTX return over 5 years is better than : 38.87 vs. SPFYX (26.07).
| FFRTX | SPFYX | FFRTX / SPFYX | |
| Total Expense Ratio | 1.02 | 0.92 | 111% |
| Annual Report Gross Expense Ratio | 1.02 | 1.06 | 96% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 2.439 | -1.252 | -195% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 15.1B | 65.5M | 23,053% |
| Annual Yield % from dividends | 7.58 | 10.37 | 73% |
| Returns for 1 year | 6.92 | 2.64 | 262% |
| Returns for 3 years | 29.03 | 18.46 | 157% |
| Returns for 5 years | 38.87 | 26.07 | 149% |
| Returns for 10 years | 55.80 | N/A | - |
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