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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
Aug 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 APHIX is a StrongBuy and RERFX is a Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 137B vs. APHIX (6.83B). RERFX pays higher dividends than APHIX: RERFX (2.75) vs APHIX (1.65). 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 : 7.79 vs. APHIX (0.44). RERFX return over 5 years is better than : -1.26 vs. APHIX (-1.56).
| 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 | 16.933 | 7.605 | 223% |
| 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 | 1.65 | 2.75 | 60% |
| Returns for 1 year | 0.44 | 7.79 | 6% |
| Returns for 3 years | 38.80 | 27.13 | 143% |
| Returns for 5 years | -1.56 | -1.26 | 124% |
| Returns for 10 years | 38.94 | 49.26 | 79% |
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