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FAXDX vs RCPTX
FAXDX vs RCPTX Comparison
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FAXDX vs RCPTX Comparison Chart in %
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FAXDX vs. RCPTX commentary
Aug 28, 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 FAXDX is a Hold and RCPTX is a Hold.
FUNDAMENTALS
Fundamentals
RCPTX has more cash in the bank: 7.38B vs. FAXDX (704M). FAXDX pays higher dividends than RCPTX: FAXDX (0.78) vs RCPTX (0.27). FAXDX was incepted earlier than RCPTX: FAXDX (7 years) vs RCPTX (6 years). FAXDX (1.47) is less costly to investors than RCPTX (1.03). FAXDX is a more actively managed with annual turnover of: 16.00 vs. RCPTX (5.00). FAXDX has a lower initial minimum investment than RCPTX: FAXDX (0) vs RCPTX (250). FAXDX annual gain was more profitable for investors over the last year : 20.00 vs. RCPTX (13.79). RCPTX (37.08) and FAXDX (36.84) have equivalent 5 years return.
| FAXDX | RCPTX | FAXDX / RCPTX | |
| Total Expense Ratio | 1.47 | 1.03 | 143% |
| Annual Report Gross Expense Ratio | 1.47 | 1.03 | 143% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 13.255 | 11.579 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 704M | 7.38B | 10% |
| Annual Yield % from dividends | 0.78 | 0.27 | 285% |
| Returns for 1 year | 20.00 | 13.79 | 145% |
| Returns for 3 years | 63.28 | 57.80 | 109% |
| Returns for 5 years | 36.84 | 37.08 | 99% |
| Returns for 10 years | N/A | N/A | - |
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