Interact to see
Advertisement
Advertisement
FRTAX vs VTTHX
FRTAX vs VTTHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FRTAX vs. VTTHX commentary
May 23, 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 VTTHX is a Hold.
FUNDAMENTALS
Fundamentals
VTTHX has more cash in the bank: 103B vs. FRTAX (143M). VTTHX pays higher dividends than FRTAX: VTTHX (2.55) vs FRTAX (2.01). FRTAX was incepted earlier than VTTHX: FRTAX (19 years) vs VTTHX (22 years). FRTAX (1.00) is less costly to investors than VTTHX (0.08). FRTAX is a more actively managed with annual turnover of: 33.89 vs. VTTHX (4.00). FRTAX (1000) and VTTHX (1000) have matching initial minimum investment requirements. FRTAX annual gain was more profitable for investors over the last year : 7.53 vs. VTTHX (7.08). FRTAX (25.81) and VTTHX (25.24) have equivalent 5 years return.
| FRTAX | VTTHX | FRTAX / VTTHX | |
| Total Expense Ratio | 0.70 | 0.08 | 875% |
| Annual Report Gross Expense Ratio | 1.00 | 0.08 | 1,250% |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 3.517 | 3.670 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 103B | 0% |
| Annual Yield % from dividends | 2.01 | 2.55 | 79% |
| Returns for 1 year | 7.53 | 7.08 | 106% |
| Returns for 3 years | 25.35 | 24.17 | 105% |
| Returns for 5 years | 25.81 | 25.24 | 102% |
| Returns for 10 years | 25.89 | 43.23 | 60% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement