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FTADX vs RERFX
FTADX vs RERFX Comparison
Open Charts FTADX vs RERFX
FTADX vs RERFX Comparison Chart in %
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FTADX vs. RERFX commentary
Jul 06, 2026
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 FTADX is a Hold and RERFX is a Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 143B vs. FTADX (13.2B). RERFX pays higher dividends than FTADX: RERFX (2.73) vs FTADX (2.25). FTADX was incepted earlier than RERFX: FTADX (22 years) vs RERFX (24 years). FTADX (1.20) is less costly to investors than RERFX (0.52). FTADX is a more actively managed with annual turnover of: 54.00 vs. RERFX (50.00). FTADX has a lower initial minimum investment than RERFX: FTADX (0) vs RERFX (250). FTADX annual gain was more profitable for investors over the last year : 16.13 vs. RERFX (7.24). FTADX return over 5 years is better than : 20.47 vs. RERFX (-3.47).
| FTADX | RERFX | FTADX / RERFX | |
| Total Expense Ratio | 1.20 | 0.52 | 231% |
| Annual Report Gross Expense Ratio | 1.20 | 0.52 | 231% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 12.366 | 4.249 | 291% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 143B | 9% |
| Annual Yield % from dividends | 2.25 | 2.73 | 82% |
| Returns for 1 year | 16.13 | 7.24 | 223% |
| Returns for 3 years | 55.48 | 22.90 | 242% |
| Returns for 5 years | 20.47 | -3.47 | -589% |
| Returns for 10 years | 87.70 | 55.26 | 159% |
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