Interact to see
Advertisement
Advertisement
FRTAX vs RBEFX
FRTAX vs RBEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FRTAX vs. RBEFX commentary
May 25, 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 Hold and RBEFX is a Hold.
FUNDAMENTALS
Fundamentals
RBEFX has more cash in the bank: 49.4B vs. FRTAX (143M). FRTAX pays higher dividends than RBEFX: FRTAX (2.01) vs RBEFX (1.26). 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 : 7.84 vs. RBEFX (6.78). RBEFX return over 5 years is better than : 36.34 vs. FRTAX (25.64).
| 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 | 3.379 | 3.348 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 49.4B | 0% |
| Annual Yield % from dividends | 2.01 | 1.26 | 159% |
| Returns for 1 year | 7.84 | 6.78 | 116% |
| Returns for 3 years | 25.68 | 20.90 | 123% |
| Returns for 5 years | 25.64 | 36.34 | 71% |
| Returns for 10 years | 26.67 | 48.77 | 55% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers