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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
Jun 24, 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 Hold and RERFX is a Hold.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 143B vs. APHIX (6.72B). 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 : 14.57 vs. APHIX (4.82). APHIX return over 5 years is better than : 0.33 vs. RERFX (-0.56).
| 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 | 15.868 | 7.208 | 220% |
| 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 | 143B | 5% |
| Annual Yield % from dividends | 1.66 | 2.67 | 62% |
| Returns for 1 year | 4.82 | 14.57 | 33% |
| Returns for 3 years | 40.73 | 28.31 | 144% |
| Returns for 5 years | 0.33 | -0.56 | -58% |
| Returns for 10 years | 47.60 | 64.85 | 73% |