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APHIX vs RERFX
APHIX vs RERFX Comparison
Open Charts APHIX vs RERFX
APHIX vs RERFX Comparison Chart in %
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APHIX vs. RERFX commentary
Jul 25, 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 Hold.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 141B vs. APHIX (6.72B). RERFX pays higher dividends than APHIX: RERFX (2.73) 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 : 2.70 vs. APHIX (-1.66). APHIX return over 5 years is better than : -2.12 vs. RERFX (-5.18).
| 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 | 14.039 | 1.868 | 752% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.72B | 141B | 5% |
| Annual Yield % from dividends | 1.66 | 2.73 | 61% |
| Returns for 1 year | -1.66 | 2.70 | -61% |
| Returns for 3 years | 35.47 | 17.46 | 203% |
| Returns for 5 years | -2.12 | -5.18 | 41% |
| Returns for 10 years | 39.11 | 46.23 | 85% |
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