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FTRTX vs RBDTX
FTRTX vs RBDTX Comparison Chart in %
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FTRTX vs. RBDTX commentary
Aug 15, 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 FTRTX is a Hold and RBDTX is a Hold.
FUNDAMENTALS
Fundamentals
RBDTX has more cash in the bank: 32.8B vs. FTRTX (110M). RBDTX (1.67) and FTRTX (1.63) have matching dividends . FTRTX was incepted earlier than RBDTX: FTRTX (19 years) vs RBDTX (19 years). RBDTX (1.40) is less costly to investors than FTRTX (1.03). FTRTX is a more actively managed with annual turnover of: 37.51 vs. RBDTX (10.00). RBDTX has a lower initial minimum investment than FTRTX: RBDTX (250) vs FTRTX (1000). RBDTX (7.53) and FTRTX (7.35) have marching annual gain over last year. RBDTX (16.84) and FTRTX (16.06) have equivalent 5 years return.
| FTRTX | RBDTX | FTRTX / RBDTX | |
| Total Expense Ratio | 0.70 | 1.40 | 50% |
| Annual Report Gross Expense Ratio | 1.03 | 1.40 | 74% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 6.424 | 9.091 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 32.8B | 0% |
| Annual Yield % from dividends | 1.63 | 1.67 | 97% |
| Returns for 1 year | 7.35 | 7.53 | 98% |
| Returns for 3 years | 23.38 | 17.23 | 136% |
| Returns for 5 years | 16.06 | 16.84 | 95% |
| Returns for 10 years | 27.48 | 38.07 | 72% |
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