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FRQAX vs RBATX
FRQAX vs RBATX Comparison Chart in %
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FRQAX vs. RBATX commentary
Aug 04, 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: 3.89B vs. FRQAX (7.39M). FRQAX pays higher dividends than RBATX: FRQAX (2.59) vs RBATX (2.05). FRQAX was incepted earlier than RBATX: FRQAX (18 years) vs RBATX (19 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 (6.16) and FRQAX (5.96) have marching annual gain over last year. RBATX return over 5 years is better than : 16.11 vs. FRQAX (5.45).
| 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 | 19 years | - |
| Gain YTD | 5.440 | 6.894 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.39M | 3.89B | 0% |
| Annual Yield % from dividends | 2.59 | 2.05 | 126% |
| Returns for 1 year | 5.96 | 6.16 | 97% |
| Returns for 3 years | 12.36 | 15.05 | 82% |
| Returns for 5 years | 5.45 | 16.11 | 34% |
| Returns for 10 years | 6.27 | 30.12 | 21% |
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