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BIGIX vs RERFX
BIGIX vs RERFX Comparison
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BIGIX vs RERFX Comparison Chart in %
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BIGIX vs. RERFX commentary
Aug 16, 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 BIGIX is a Buy and RERFX is a Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 137B vs. BIGIX (1.13B). RERFX pays higher dividends than BIGIX: RERFX (2.75) vs BIGIX (1.20). BIGIX was incepted earlier than RERFX: BIGIX (27 years) vs RERFX (24 years). BIGIX (1.03) is less costly to investors than RERFX (0.52). BIGIX is a more actively managed with annual turnover of: 77.00 vs. RERFX (50.00). RERFX has a lower initial minimum investment than BIGIX: RERFX (250) vs BIGIX (500000). RERFX annual gain was more profitable for investors over the last year : 8.17 vs. BIGIX (1.28). RERFX return over 5 years is better than : -1.17 vs. BIGIX (-27.47).
| BIGIX | RERFX | BIGIX / RERFX | |
| Total Expense Ratio | 0.90 | 0.52 | 173% |
| Annual Report Gross Expense Ratio | 1.03 | 0.52 | 198% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 14.122 | 7.704 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 137B | 1% |
| Annual Yield % from dividends | 1.20 | 2.75 | 43% |
| Returns for 1 year | 1.28 | 8.17 | 16% |
| Returns for 3 years | 16.30 | 29.10 | 56% |
| Returns for 5 years | -27.47 | -1.17 | 2,354% |
| Returns for 10 years | 32.23 | 49.55 | 65% |
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