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FHZEX vs RBEKX
FHZEX vs RBEKX Comparison Chart
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FHZEX vs. RBEKX commentary
May 23, 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 FHZEX is a Hold and RBEKX is a Hold.
FUNDAMENTALS
Fundamentals
RBEKX has more cash in the bank: 46B vs. FHZEX (3.53B). FHZEX pays higher dividends than RBEKX: FHZEX (1.00) vs RBEKX (0.86). FHZEX was incepted earlier than RBEKX: FHZEX (7 years) vs RBEKX (11 years). FHZEX (1.49) is less costly to investors than RBEKX (1.16). FHZEX is a more actively managed with annual turnover of: 15.00 vs. RBEKX (6.00). FHZEX has a lower initial minimum investment than RBEKX: FHZEX (0) vs RBEKX (250). RBEKX annual gain was more profitable for investors over the last year : 6.82 vs. FHZEX (6.34). FHZEX return over 5 years is better than : 46.10 vs. RBEKX (43.37).
| FHZEX | RBEKX | FHZEX / RBEKX | |
| Total Expense Ratio | 1.49 | 1.16 | 128% |
| Annual Report Gross Expense Ratio | 1.49 | 1.16 | 128% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | 3.557 | 3.648 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.53B | 46B | 8% |
| Annual Yield % from dividends | 1.00 | 0.86 | 116% |
| Returns for 1 year | 6.34 | 6.82 | 93% |
| Returns for 3 years | 29.69 | 25.77 | 115% |
| Returns for 5 years | 46.10 | 43.37 | 106% |
| Returns for 10 years | N/A | 56.01 | - |
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