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FFSZX vs RFVTX
FFSZX vs RFVTX Comparison Chart in %
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FFSZX vs. RFVTX commentary
Aug 05, 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 FFSZX is a Hold and RFVTX is a Hold.
FUNDAMENTALS
Fundamentals
RFVTX has more cash in the bank: 5.12B vs. FFSZX (2.29B). FFSZX pays higher dividends than RFVTX: FFSZX (1.47) vs RFVTX (1.00). FFSZX was incepted earlier than RFVTX: FFSZX (6 years) vs RFVTX (5 years). FFSZX (0.45) is less costly to investors than RFVTX (0.39). FFSZX is a more actively managed with annual turnover of: 16.00 vs. RFVTX (4.00). FFSZX has a lower initial minimum investment than RFVTX: FFSZX (0) vs RFVTX (250). RFVTX annual gain was more profitable for investors over the last year : 17.82 vs. FFSZX (14.20). RFVTX return over 5 years is better than : 59.17 vs. FFSZX (44.05).
| FFSZX | RFVTX | FFSZX / RFVTX | |
| Total Expense Ratio | 0.45 | 0.39 | 115% |
| Annual Report Gross Expense Ratio | 0.45 | 0.39 | 115% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 9.132 | 11.950 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 5.12B | 45% |
| Annual Yield % from dividends | 1.47 | 1.00 | 147% |
| Returns for 1 year | 14.20 | 17.82 | 80% |
| Returns for 3 years | 41.02 | 43.34 | 95% |
| Returns for 5 years | 44.05 | 59.17 | 74% |
| Returns for 10 years | N/A | N/A | - |
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