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AFBIX vs RRPIX
AFBIX vs RRPIX Comparison Chart
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AFBIX vs. RRPIX commentary
May 14, 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 AFBIX is a Hold and RRPIX is a Hold.
FUNDAMENTALS
Fundamentals
RRPIX has more cash in the bank: 10.5M vs. AFBIX (458K). RRPIX pays higher dividends than AFBIX: RRPIX (4.92) vs AFBIX (0.00). AFBIX was incepted earlier than RRPIX: AFBIX (20 years) vs RRPIX (23 years). AFBIX (3.83) is less costly to investors than RRPIX (1.79). AFBIX (15000) and RRPIX (15000) have matching initial minimum investment requirements. AFBIX (15000) and RRPIX (15000) have similar IRA initial investment minimum. RRPIX annual gain was more profitable for investors over the last year : 6.43 vs. AFBIX (-5.51). RRPIX return over 5 years is better than : 108.29 vs. AFBIX (-21.13).
| AFBIX | RRPIX | AFBIX / RRPIX | |
| Total Expense Ratio | 1.78 | 1.79 | 99% |
| Annual Report Gross Expense Ratio | 3.83 | 1.79 | 214% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -1.897 | 2.247 | -84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | 15000 | 15000 | 100% |
| Net Assets | 458K | 10.5M | 4% |
| Annual Yield % from dividends | 0.00 | 4.92 | - |
| Returns for 1 year | -5.51 | 6.43 | -86% |
| Returns for 3 years | -12.94 | 46.67 | -28% |
| Returns for 5 years | -21.13 | 108.29 | -20% |
| Returns for 10 years | -38.82 | 0.42 | -9,165% |