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FRTAX vs RBEFX
FRTAX vs RBEFX Comparison Chart
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FRTAX vs. RBEFX commentary
Jun 15, 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 FRTAX is a StrongBuy and RBEFX is a Hold.
FUNDAMENTALS
Fundamentals
RBEFX has more cash in the bank: 50.5B vs. FRTAX (147M). FRTAX pays higher dividends than RBEFX: FRTAX (1.93) vs RBEFX (1.22). FRTAX was incepted earlier than RBEFX: FRTAX (19 years) vs RBEFX (11 years). RBEFX (1.14) is less costly to investors than FRTAX (1.00). FRTAX is a more actively managed with annual turnover of: 33.89 vs. RBEFX (7.00). RBEFX has a lower initial minimum investment than FRTAX: RBEFX (250) vs FRTAX (1000). FRTAX annual gain was more profitable for investors over the last year : 9.46 vs. RBEFX (7.91). RBEFX return over 5 years is better than : 35.37 vs. FRTAX (25.42).
| FRTAX | RBEFX | FRTAX / RBEFX | |
| Total Expense Ratio | 0.70 | 1.14 | 61% |
| Annual Report Gross Expense Ratio | 1.00 | 1.14 | 88% |
| Fund Existence | 19 years | 11 years | - |
| Gain YTD | 6.483 | 5.940 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 50.5B | 0% |
| Annual Yield % from dividends | 1.93 | 1.22 | 159% |
| Returns for 1 year | 9.46 | 7.91 | 120% |
| Returns for 3 years | 35.75 | 30.34 | 118% |
| Returns for 5 years | 25.42 | 35.37 | 72% |
| Returns for 10 years | 31.56 | 53.31 | 59% |
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