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FHZEX vs RBKTX
FHZEX vs RBKTX Comparison Chart
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FHZEX vs. RBKTX 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 RBKTX is a Hold.
FUNDAMENTALS
Fundamentals
RBKTX has more cash in the bank: 46.6B vs. FHZEX (3.75B). FHZEX pays higher dividends than RBKTX: FHZEX (0.95) vs RBKTX (0.55). FHZEX was incepted earlier than RBKTX: FHZEX (7 years) vs RBKTX (18 years). FHZEX (1.49) and RBKTX (1.45) have similar cost to investors . FHZEX is a more actively managed with annual turnover of: 15.00 vs. RBKTX (6.00). FHZEX has a lower initial minimum investment than RBKTX: FHZEX (0) vs RBKTX (250). RBKTX annual gain was more profitable for investors over the last year : 8.94 vs. FHZEX (8.01). FHZEX (41.95) and RBKTX (40.69) have equivalent 5 years return.
| FHZEX | RBKTX | FHZEX / RBKTX | |
| Total Expense Ratio | 1.49 | 1.45 | 103% |
| Annual Report Gross Expense Ratio | 1.49 | 1.45 | 103% |
| Fund Existence | 7 years | 18 years | - |
| Gain YTD | 5.624 | 6.300 | 89% |
| 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 | 0.55 | 172% |
| Returns for 1 year | 8.01 | 8.94 | 90% |
| Returns for 3 years | 40.55 | 34.53 | 117% |
| Returns for 5 years | 41.95 | 40.69 | 103% |
| Returns for 10 years | N/A | 62.12 | - |
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