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RFDTX vs SSBSX
RFDTX vs SSBSX Comparison Chart
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RFDTX vs. SSBSX commentary
May 08, 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 RFDTX is a Hold and SSBSX is a Buy.
FUNDAMENTALS
Fundamentals
RFDTX has more cash in the bank: 32.1B vs. SSBSX (1.91B). SSBSX pays higher dividends than RFDTX: SSBSX (3.34) vs RFDTX (2.79). RFDTX was incepted earlier than SSBSX: RFDTX (16 years) vs SSBSX (11 years). RFDTX (0.31) is less costly to investors than SSBSX (0.23). SSBSX is a more actively managed with annual turnover of: 18.00 vs. RFDTX (10.00). SSBSX has a lower initial minimum investment than RFDTX: SSBSX (0) vs RFDTX (250). RFDTX annual gain was more profitable for investors over the last year : 6.59 vs. SSBSX (4.75). RFDTX return over 5 years is better than : 26.32 vs. SSBSX (24.86).
| RFDTX | SSBSX | RFDTX / SSBSX | |
| Total Expense Ratio | 0.31 | 0.09 | 344% |
| Annual Report Gross Expense Ratio | 0.31 | 0.23 | 135% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 2.699 | 1.923 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.1B | 1.91B | 1,677% |
| Annual Yield % from dividends | 2.79 | 3.34 | 83% |
| Returns for 1 year | 6.59 | 4.75 | 139% |
| Returns for 3 years | 15.07 | 11.09 | 136% |
| Returns for 5 years | 26.32 | 24.86 | 106% |
| Returns for 10 years | 35.54 | 46.55 | 76% |
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