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FZTKX vs RBHEX
FZTKX vs RBHEX Comparison Chart in %
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FZTKX vs. RBHEX commentary
Jun 29, 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 FZTKX is a Hold and RBHEX is a Hold.
FUNDAMENTALS
Fundamentals
RBHEX has more cash in the bank: 37.5B vs. FZTKX (19.3B). FZTKX pays higher dividends than RBHEX: FZTKX (1.57) vs RBHEX (0.59). FZTKX was incepted earlier than RBHEX: FZTKX (8 years) vs RBHEX (11 years). RBHEX (1.17) is less costly to investors than FZTKX (0.45). FZTKX is a more actively managed with annual turnover of: 19.00 vs. RBHEX (5.00). FZTKX has a lower initial minimum investment than RBHEX: FZTKX (0) vs RBHEX (250). RBHEX annual gain was more profitable for investors over the last year : 12.31 vs. FZTKX (11.62). RBHEX (47.92) and FZTKX (46.72) have equivalent 5 years return.
| FZTKX | RBHEX | FZTKX / RBHEX | |
| Total Expense Ratio | 0.45 | 1.17 | 38% |
| Annual Report Gross Expense Ratio | 0.45 | 1.17 | 38% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 8.590 | 9.704 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.3B | 37.5B | 51% |
| Annual Yield % from dividends | 1.57 | 0.59 | 266% |
| Returns for 1 year | 11.62 | 12.31 | 94% |
| Returns for 3 years | 47.80 | 38.44 | 124% |
| Returns for 5 years | 46.72 | 47.92 | 98% |
| Returns for 10 years | N/A | 74.03 | - |
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