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AFBIX vs RTPSX
AFBIX vs RTPSX Comparison Chart in %
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AFBIX vs. RTPSX commentary
Nov 30, 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 RTPSX is a Hold.
FUNDAMENTALS
Fundamentals
RTPSX has more cash in the bank: 529K vs. AFBIX (420K). RTPSX pays higher dividends than AFBIX: RTPSX (4.20) vs AFBIX (0.00). AFBIX was incepted earlier than RTPSX: AFBIX (21 years) vs RTPSX (21 years). RTPSX (4.14) is less costly to investors than AFBIX (3.83). AFBIX (15000) and RTPSX (15000) have matching initial minimum investment requirements. AFBIX (15000) and RTPSX (15000) have similar IRA initial investment minimum. RTPSX annual gain was more profitable for investors over the last year : -1.70 vs. AFBIX (-3.97). RTPSX return over 5 years is better than : 26.98 vs. AFBIX (-12.11).
| AFBIX | RTPSX | AFBIX / RTPSX | |
| Total Expense Ratio | 1.78 | 2.78 | 64% |
| Annual Report Gross Expense Ratio | 3.83 | 4.14 | 93% |
| Fund Existence | 21 years | 21 years | - |
| Gain YTD | -4.897 | -4.367 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | 15000 | 15000 | 100% |
| Net Assets | 420K | 529K | 79% |
| Annual Yield % from dividends | 0.00 | 4.20 | - |
| Returns for 1 year | -3.97 | -1.70 | 233% |
| Returns for 3 years | -13.76 | 7.51 | -183% |
| Returns for 5 years | -12.11 | 26.98 | -45% |
| Returns for 10 years | -39.52 | -4.43 | 892% |
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