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FIOFX vs RCHTX
FIOFX vs RCHTX Comparison Chart in %
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FIOFX vs. RCHTX commentary
Sep 10, 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 FIOFX is a Hold and RCHTX is a Hold.
FUNDAMENTALS
Fundamentals
RCHTX has more cash in the bank: 43.1B vs. FIOFX (24.8B). FIOFX pays higher dividends than RCHTX: FIOFX (1.76) vs RCHTX (0.77). FIOFX was incepted earlier than RCHTX: FIOFX (16 years) vs RCHTX (19 years). RCHTX (1.01) is less costly to investors than FIOFX (0.12). FIOFX is a more actively managed with annual turnover of: 13.00 vs. RCHTX (5.00). FIOFX has a lower initial minimum investment than RCHTX: FIOFX (0) vs RCHTX (250). FIOFX annual gain was more profitable for investors over the last year : 18.41 vs. RCHTX (16.36). FIOFX return over 5 years is better than : 67.63 vs. RCHTX (43.78).
| FIOFX | RCHTX | FIOFX / RCHTX | |
| Total Expense Ratio | 0.12 | 1.01 | 12% |
| Annual Report Gross Expense Ratio | 0.12 | 1.01 | 12% |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | 15.140 | 14.479 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.8B | 43.1B | 58% |
| Annual Yield % from dividends | 1.76 | 0.77 | 228% |
| Returns for 1 year | 18.41 | 16.36 | 113% |
| Returns for 3 years | 54.00 | 39.19 | 138% |
| Returns for 5 years | 67.63 | 43.78 | 154% |
| Returns for 10 years | 117.66 | 93.46 | 126% |
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