Interact to see
Advertisement
Advertisement
APHIX vs RERFX
APHIX vs RERFX Comparison
Open Charts APHIX vs RERFX
APHIX vs RERFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APHIX vs. RERFX commentary
Sep 04, 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 APHIX is a Buy and RERFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 137B vs. APHIX (6.83B). RERFX pays higher dividends than APHIX: RERFX (2.67) vs APHIX (1.66). APHIX was incepted earlier than RERFX: APHIX (29 years) vs RERFX (24 years). APHIX (0.96) is less costly to investors than RERFX (0.52). APHIX is a more actively managed with annual turnover of: 111.26 vs. RERFX (50.00). RERFX has a lower initial minimum investment than APHIX: RERFX (250) vs APHIX (1000000). RERFX annual gain was more profitable for investors over the last year : 8.96 vs. APHIX (0.09). RERFX return over 5 years is better than : -3.55 vs. APHIX (-6.19).
| APHIX | RERFX | APHIX / RERFX | |
| Total Expense Ratio | 0.96 | 0.52 | 185% |
| Annual Report Gross Expense Ratio | 0.96 | 0.52 | 185% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 13.972 | 7.588 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.83B | 137B | 5% |
| Annual Yield % from dividends | 1.66 | 2.67 | 62% |
| Returns for 1 year | 0.09 | 8.96 | 1% |
| Returns for 3 years | 35.90 | 27.87 | 129% |
| Returns for 5 years | -6.19 | -3.55 | 174% |
| Returns for 10 years | 34.95 | 48.42 | 72% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement