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CCATX vs RBEAX
CCATX vs RBEAX Comparison Chart in %
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CCATX vs. RBEAX commentary
Aug 04, 2025
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 CCATX is a Hold and RBEAX is a Hold.
FUNDAMENTALS
Fundamentals
CCATX (3.89B) and RBEAX (3.89B) have equal amount of cash in the bank . RBEAX pays higher dividends than CCATX: RBEAX (2.40) vs CCATX (2.01). CCATX was incepted earlier than RBEAX: CCATX (11 years) vs RBEAX (11 years). CCATX (1.37) is less costly to investors than RBEAX (1.09). CCATX (8.00) and RBEAX (8.00) have comparable annual turnover. CCATX (250) and RBEAX (250) have matching initial minimum investment requirements. RBEAX (6.47) and CCATX (6.21) have marching annual gain over last year. RBEAX return over 5 years is better than : 17.46 vs. CCATX (16.10).
| CCATX | RBEAX | CCATX / RBEAX | |
| Total Expense Ratio | 1.37 | 1.09 | 126% |
| Annual Report Gross Expense Ratio | 1.37 | 1.09 | 126% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 6.900 | 7.105 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.89B | 3.89B | 100% |
| Annual Yield % from dividends | 2.01 | 2.40 | 84% |
| Returns for 1 year | 6.21 | 6.47 | 96% |
| Returns for 3 years | 15.02 | 15.81 | 95% |
| Returns for 5 years | 16.10 | 17.46 | 92% |
| Returns for 10 years | 29.70 | 30.92 | 96% |
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