Interact to see
Advertisement
Advertisement
FHZEX vs RBKTX
FHZEX vs RBKTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FHZEX vs. RBKTX 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 RBKTX is a Hold.
FUNDAMENTALS
Fundamentals
RBKTX has more cash in the bank: 45.4B vs. FHZEX (3.53B). FHZEX pays higher dividends than RBKTX: FHZEX (1.00) vs RBKTX (0.58). 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 : 6.87 vs. FHZEX (6.34). FHZEX return over 5 years is better than : 46.10 vs. RBKTX (41.68).
| 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 | 3.557 | 3.528 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.53B | 45.4B | 8% |
| Annual Yield % from dividends | 1.00 | 0.58 | 171% |
| Returns for 1 year | 6.34 | 6.87 | 92% |
| Returns for 3 years | 29.69 | 23.63 | 126% |
| Returns for 5 years | 46.10 | 41.68 | 111% |
| Returns for 10 years | N/A | 55.53 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement