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FRQAX vs RBATX
FRQAX vs RBATX Comparison Chart
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FRQAX vs. RBATX commentary
May 24, 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 FRQAX is a Hold and RBATX is a Hold.
FUNDAMENTALS
Fundamentals
RBATX has more cash in the bank: 3.83B vs. FRQAX (6.99M). FRQAX pays higher dividends than RBATX: FRQAX (2.64) vs RBATX (2.13). FRQAX was incepted earlier than RBATX: FRQAX (18 years) vs RBATX (18 years). RBATX (1.38) is less costly to investors than FRQAX (0.70). FRQAX is a more actively managed with annual turnover of: 25.00 vs. RBATX (8.00). FRQAX has a lower initial minimum investment than RBATX: FRQAX (0) vs RBATX (250). RBATX (5.48) and FRQAX (5.29) have marching annual gain over last year. RBATX return over 5 years is better than : 18.10 vs. FRQAX (8.08).
| FRQAX | RBATX | FRQAX / RBATX | |
| Total Expense Ratio | 0.70 | 1.38 | 51% |
| Annual Report Gross Expense Ratio | 0.70 | 1.38 | 51% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 2.653 | 3.229 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.99M | 3.83B | 0% |
| Annual Yield % from dividends | 2.64 | 2.13 | 124% |
| Returns for 1 year | 5.29 | 5.48 | 97% |
| Returns for 3 years | 9.30 | 10.61 | 88% |
| Returns for 5 years | 8.08 | 18.10 | 45% |
| Returns for 10 years | 2.33 | 23.49 | 10% |
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