FORTX
Price
$12.82
Change
-$0.03 (-0.23%)
Updated
Aug 31 closing price
Net Assets
105.77M
RLBFX
Price
$40.81
Change
-$0.14 (-0.34%)
Updated
Sep 1 closing price
Net Assets
282.59B
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FORTX vs RLBFX

FORTX vs RLBFX Comparison Chart in %
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FORTX vs. RLBFX commentary
Sep 02, 2026

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 FORTX is a StrongBuy and RLBFX is a Hold.

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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 283B vs. FORTX (106M). RLBFX pays higher dividends than FORTX: RLBFX (2.03) vs FORTX (1.47). FORTX was incepted earlier than RLBFX: FORTX (8 years) vs RLBFX (24 years). FORTX (1.13) is less costly to investors than RLBFX (0.30). FORTX is a more actively managed with annual turnover of: 68.00 vs. RLBFX (50.00). RLBFX has a lower initial minimum investment than FORTX: RLBFX (250) vs FORTX (10000). FORTX annual gain was more profitable for investors over the last year : 27.19 vs. RLBFX (11.13). FORTX return over 5 years is better than : 45.34 vs. RLBFX (33.45).
FORTXRLBFXFORTX / RLBFX
Total Expense Ratio0.740.30247%
Annual Report Gross Expense Ratio1.130.30377%
Fund Existence8 years24 years-
Gain YTD16.6069.804169%
Front LoadN/AN/A-
Min. Initial Investment100002504,000%
Min. Initial Investment IRAN/AN/A-
Net Assets106M283B0%
Annual Yield % from dividends1.472.0372%
Returns for 1 year27.1911.13244%
Returns for 3 years43.9443.26102%
Returns for 5 years45.3433.45136%
Returns for 10 yearsN/A86.56-
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