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FHZEX vs RBEKX
FHZEX vs RBEKX Comparison Chart
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FHZEX vs. RBEKX 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 FHZEX is a Hold and RBEKX is a Hold.
FUNDAMENTALS
Fundamentals
RBEKX has more cash in the bank: 46.6B vs. FHZEX (3.75B). FHZEX pays higher dividends than RBEKX: FHZEX (0.95) vs RBEKX (0.82). 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 : 9.31 vs. FHZEX (8.01). RBEKX (42.34) and FHZEX (41.95) have equivalent 5 years return.
| 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 | 5.624 | 6.447 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 46.6B | 8% |
| Annual Yield % from dividends | 0.95 | 0.82 | 116% |
| Returns for 1 year | 8.01 | 9.31 | 86% |
| Returns for 3 years | 40.55 | 35.45 | 114% |
| Returns for 5 years | 41.95 | 42.34 | 99% |
| Returns for 10 years | N/A | 62.61 | - |
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