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AFOZX vs RPTIX
AFOZX vs RPTIX Comparison
Open Charts AFOZX vs RPTIX
AFOZX vs RPTIX Comparison Chart in %
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AFOZX vs. RPTIX commentary
Jul 14, 2026
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 AFOZX is a Buy and RPTIX is a Hold.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 22.6B vs. AFOZX (348M). RPTIX pays higher dividends than AFOZX: RPTIX (0.11) vs AFOZX (0.00). AFOZX was incepted earlier than RPTIX: AFOZX (7 years) vs RPTIX (11 years). AFOZX (0.82) is less costly to investors than RPTIX (0.63). AFOZX is a more actively managed with annual turnover of: 265.15 vs. RPTIX (31.50). AFOZX (500000) and RPTIX (500000) have matching initial minimum investment requirements. AFOZX annual gain was more profitable for investors over the last year : 26.63 vs. RPTIX (-0.27). AFOZX return over 5 years is better than : 15.94 vs. RPTIX (-17.78).
| AFOZX | RPTIX | AFOZX / RPTIX | |
| Total Expense Ratio | 0.82 | 0.63 | 130% |
| Annual Report Gross Expense Ratio | 0.82 | 0.63 | 130% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | 12.044 | 3.853 | 313% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 500000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 22.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.11 | - |
| Returns for 1 year | 26.63 | -0.27 | -9,756% |
| Returns for 3 years | 81.01 | -0.33 | -24,336% |
| Returns for 5 years | 15.94 | -17.78 | -90% |
| Returns for 10 years | N/A | 33.17 | - |
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