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FTRCX vs RBEFX
FTRCX vs RBEFX Comparison Chart
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FTRCX vs. RBEFX commentary
May 24, 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 FTRCX is a Hold and RBEFX is a Hold.
FUNDAMENTALS
Fundamentals
RBEFX has more cash in the bank: 49.5B vs. FTRCX (143M). FTRCX pays higher dividends than RBEFX: FTRCX (1.49) vs RBEFX (1.26). FTRCX was incepted earlier than RBEFX: FTRCX (19 years) vs RBEFX (11 years). FTRCX (1.75) is less costly to investors than RBEFX (1.14). FTRCX is a more actively managed with annual turnover of: 33.89 vs. RBEFX (7.00). RBEFX has a lower initial minimum investment than FTRCX: RBEFX (250) vs FTRCX (1000). FTRCX annual gain was more profitable for investors over the last year : 7.21 vs. RBEFX (6.78). RBEFX return over 5 years is better than : 36.34 vs. FTRCX (21.70).
| FTRCX | RBEFX | FTRCX / RBEFX | |
| Total Expense Ratio | 1.45 | 1.14 | 127% |
| Annual Report Gross Expense Ratio | 1.75 | 1.14 | 154% |
| Fund Existence | 19 years | 11 years | - |
| Gain YTD | 3.214 | 3.348 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 49.5B | 0% |
| Annual Yield % from dividends | 1.49 | 1.26 | 118% |
| Returns for 1 year | 7.21 | 6.78 | 106% |
| Returns for 3 years | 23.64 | 20.90 | 113% |
| Returns for 5 years | 21.70 | 36.34 | 60% |
| Returns for 10 years | 20.28 | 48.77 | 42% |
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