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FAXEX vs RHLTX
FAXEX vs RHLTX Comparison Chart
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FAXEX vs. RHLTX commentary
May 26, 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 FAXEX is a Hold and RHLTX is a Hold.
FUNDAMENTALS
Fundamentals
RHLTX has more cash in the bank: 4.43B vs. FAXEX (335M). FAXEX pays higher dividends than RHLTX: FAXEX (1.21) vs RHLTX (1.01). FAXEX was incepted earlier than RHLTX: FAXEX (6 years) vs RHLTX (5 years). FAXEX (1.00) is less costly to investors than RHLTX (0.53). FAXEX is a more actively managed with annual turnover of: 36.00 vs. RHLTX (4.00). FAXEX has a lower initial minimum investment than RHLTX: FAXEX (0) vs RHLTX (250). RHLTX annual gain was more profitable for investors over the last year : 8.76 vs. FAXEX (7.63). RHLTX return over 5 years is better than : 64.36 vs. FAXEX (55.11).
| FAXEX | RHLTX | FAXEX / RHLTX | |
| Total Expense Ratio | 1.00 | 0.53 | 189% |
| Annual Report Gross Expense Ratio | 1.00 | 0.53 | 189% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 3.905 | 3.381 | 115% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 4.43B | 8% |
| Annual Yield % from dividends | 1.21 | 1.01 | 119% |
| Returns for 1 year | 7.63 | 8.76 | 87% |
| Returns for 3 years | 33.53 | 35.20 | 95% |
| Returns for 5 years | 55.11 | 64.36 | 86% |
| Returns for 10 years | N/A | N/A | - |
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