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FOGLX vs RRCTX
FOGLX vs RRCTX Comparison Chart
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FOGLX vs. RRCTX commentary
Jun 07, 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 FOGLX is a Hold and RRCTX is a Hold.
FUNDAMENTALS
Fundamentals
RRCTX has more cash in the bank: 15B vs. FOGLX (1.1B). RRCTX (2.90) and FOGLX (2.84) have matching dividends . FOGLX was incepted earlier than RRCTX: FOGLX (8 years) vs RRCTX (16 years). RRCTX (0.30) and FOGLX (0.29) have similar cost to investors . FOGLX is a more actively managed with annual turnover of: 14.00 vs. RRCTX (5.00). FOGLX has a lower initial minimum investment than RRCTX: FOGLX (0) vs RRCTX (250). RRCTX annual gain was more profitable for investors over the last year : 7.81 vs. FOGLX (3.92). RRCTX return over 5 years is better than : 19.30 vs. FOGLX (6.58).
| FOGLX | RRCTX | FOGLX / RRCTX | |
| Total Expense Ratio | 0.29 | 0.30 | 97% |
| Annual Report Gross Expense Ratio | 0.29 | 0.30 | 97% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 2.570 | 5.423 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 15B | 7% |
| Annual Yield % from dividends | 2.84 | 2.90 | 98% |
| Returns for 1 year | 3.92 | 7.81 | 50% |
| Returns for 3 years | 13.78 | 15.01 | 92% |
| Returns for 5 years | 6.58 | 19.30 | 34% |
| Returns for 10 years | N/A | 37.35 | - |
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