BIGUX
Price
$36.48
Change
+$0.54 (+1.50%)
Updated
Jul 6 closing price
Net Assets
320.16M
RERFX
Price
$64.09
Change
+$1.03 (+1.63%)
Updated
Jul 6 closing price
Net Assets
143.2B
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BIGUX vs RERFX

BIGUX vs RERFX Comparison Chart in %
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BIGUX vs. RERFX commentary
Jul 07, 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 BIGUX is a StrongBuy and RERFX is a Buy.

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FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 143B vs. BIGUX (320M). RERFX pays higher dividends than BIGUX: RERFX (2.73) vs BIGUX (1.03). BIGUX was incepted earlier than RERFX: BIGUX (10 years) vs RERFX (24 years). BIGUX (0.99) is less costly to investors than RERFX (0.52). RERFX is a more actively managed with annual turnover of: 50.00 vs. BIGUX (31.00). RERFX has a lower initial minimum investment than BIGUX: RERFX (250) vs BIGUX (5000000). BIGUX annual gain was more profitable for investors over the last year : 16.72 vs. RERFX (8.75). BIGUX return over 5 years is better than : 6.22 vs. RERFX (-1.23).
BIGUXRERFXBIGUX / RERFX
Total Expense Ratio0.960.52185%
Annual Report Gross Expense Ratio0.990.52190%
Fund Existence10 years24 years-
Gain YTD13.6095.951229%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets320M143B0%
Annual Yield % from dividends1.032.7338%
Returns for 1 year16.728.75191%
Returns for 3 years45.7127.48166%
Returns for 5 years6.22-1.23-507%
Returns for 10 yearsN/A58.77-
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