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FHVCX vs REFTX
FHVCX vs REFTX Comparison Chart in %
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FHVCX vs. REFTX commentary
Jul 08, 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 FHVCX is a Hold and REFTX is a Hold.
FUNDAMENTALS
Fundamentals
REFTX has more cash in the bank: 51.8B vs. FHVCX (4.21B). REFTX pays higher dividends than FHVCX: REFTX (1.77) vs FHVCX (1.02). FHVCX was incepted earlier than REFTX: FHVCX (7 years) vs REFTX (18 years). FHVCX (1.47) is less costly to investors than REFTX (0.39). FHVCX is a more actively managed with annual turnover of: 18.00 vs. REFTX (7.00). FHVCX has a lower initial minimum investment than REFTX: FHVCX (0) vs REFTX (250). REFTX annual gain was more profitable for investors over the last year : 10.24 vs. FHVCX (9.37). REFTX return over 5 years is better than : 37.43 vs. FHVCX (32.51).
| FHVCX | REFTX | FHVCX / REFTX | |
| Total Expense Ratio | 1.47 | 0.39 | 377% |
| Annual Report Gross Expense Ratio | 1.47 | 0.39 | 377% |
| Fund Existence | 7 years | 18 years | - |
| Gain YTD | 8.557 | 9.195 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.21B | 51.8B | 8% |
| Annual Yield % from dividends | 1.02 | 1.77 | 58% |
| Returns for 1 year | 9.37 | 10.24 | 92% |
| Returns for 3 years | 36.65 | 33.35 | 110% |
| Returns for 5 years | 32.51 | 37.43 | 87% |
| Returns for 10 years | N/A | 67.32 | - |
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