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FRTAX vs RHFTX
FRTAX vs RHFTX Comparison Chart
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FRTAX vs. RHFTX 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 RHFTX is a Hold.
FUNDAMENTALS
Fundamentals
RHFTX has more cash in the bank: 49.4B vs. FRTAX (143M). FRTAX pays higher dividends than RHFTX: FRTAX (2.01) vs RHFTX (1.85). FRTAX was incepted earlier than RHFTX: FRTAX (19 years) vs RHFTX (10 years). FRTAX (1.00) is less costly to investors than RHFTX (0.48). FRTAX is a more actively managed with annual turnover of: 33.89 vs. RHFTX (7.00). RHFTX has a lower initial minimum investment than FRTAX: RHFTX (250) vs FRTAX (1000). FRTAX annual gain was more profitable for investors over the last year : 7.84 vs. RHFTX (7.45). RHFTX return over 5 years is better than : 39.78 vs. FRTAX (25.64).
| FRTAX | RHFTX | FRTAX / RHFTX | |
| Total Expense Ratio | 0.70 | 0.48 | 146% |
| Annual Report Gross Expense Ratio | 1.00 | 0.48 | 208% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 3.379 | 3.549 | 95% |
| 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 | 1.85 | 108% |
| Returns for 1 year | 7.84 | 7.45 | 105% |
| Returns for 3 years | 25.68 | 22.75 | 113% |
| Returns for 5 years | 25.64 | 39.78 | 64% |
| Returns for 10 years | 26.67 | N/A | - |
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