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FSVEX vs RCATX
FSVEX vs RCATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RCATX has more cash in the bank: 3.94B vs. FSVEX (1.25M). RCATX pays higher dividends than FSVEX: RCATX (2.43) vs FSVEX (2.18). FSVEX was incepted earlier than RCATX: FSVEX (2 years) vs RCATX (19 years). RCATX (0.93) and FSVEX (0.91) have similar cost to investors . FSVEX is a more actively managed with annual turnover of: 15.00 vs. RCATX (8.00). FSVEX has a lower initial minimum investment than RCATX: FSVEX (0) vs RCATX (250). RCATX annual gain was more profitable for investors over the last year : 7.30 vs. FSVEX (6.81).
| FSVEX | RCATX | FSVEX / RCATX | |
| Total Expense Ratio | 0.91 | 0.93 | 98% |
| Annual Report Gross Expense Ratio | 0.91 | 0.93 | 98% |
| Fund Existence | 2 years | 19 years | - |
| Gain YTD | 8.096 | 9.714 | 83% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25M | 3.94B | 0% |
| Annual Yield % from dividends | 2.18 | 2.43 | 90% |
| Returns for 1 year | 6.81 | 7.30 | 93% |
| Returns for 3 years | N/A | 20.65 | - |
| Returns for 5 years | N/A | 20.36 | - |
| Returns for 10 years | N/A | 40.90 | - |
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