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FATHX vs REFTX
FATHX vs REFTX Comparison Chart in %
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FATHX vs. REFTX commentary
Jun 25, 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 FATHX is a Hold and REFTX is a Hold.
FUNDAMENTALS
Fundamentals
REFTX has more cash in the bank: 50.6B vs. FATHX (2.85B). REFTX pays higher dividends than FATHX: REFTX (1.84) vs FATHX (1.52). FATHX was incepted earlier than REFTX: FATHX (22 years) vs REFTX (18 years). FATHX (0.90) is less costly to investors than REFTX (0.39). FATHX is a more actively managed with annual turnover of: 22.00 vs. REFTX (7.00). FATHX has a lower initial minimum investment than REFTX: FATHX (0) vs REFTX (250). REFTX annual gain was more profitable for investors over the last year : 9.96 vs. FATHX (4.65). REFTX return over 5 years is better than : 39.13 vs. FATHX (25.29).
| FATHX | REFTX | FATHX / REFTX | |
| Total Expense Ratio | 0.90 | 0.39 | 231% |
| Annual Report Gross Expense Ratio | 0.90 | 0.39 | 231% |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 3.053 | 7.733 | 39% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 50.6B | 6% |
| Annual Yield % from dividends | 1.52 | 1.84 | 83% |
| Returns for 1 year | 4.65 | 9.96 | 47% |
| Returns for 3 years | 29.59 | 30.76 | 96% |
| Returns for 5 years | 25.29 | 39.13 | 65% |
| Returns for 10 years | 19.28 | 62.86 | 31% |
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