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FITHX vs REFTX
FITHX vs REFTX Comparison Chart
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FITHX vs. REFTX commentary
May 11, 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 FITHX is a Hold and REFTX is a Hold.
FUNDAMENTALS
Fundamentals
REFTX has more cash in the bank: 48.6B vs. FITHX (2.75B). REFTX pays higher dividends than FITHX: REFTX (1.92) vs FITHX (0.35). FITHX was incepted earlier than REFTX: FITHX (22 years) vs REFTX (18 years). FITHX (0.69) is less costly to investors than REFTX (0.39). FITHX is a more actively managed with annual turnover of: 18.00 vs. REFTX (7.00). FITHX has a lower initial minimum investment than REFTX: FITHX (0) vs REFTX (250). REFTX annual gain was more profitable for investors over the last year : 6.32 vs. FITHX (2.03). REFTX return over 5 years is better than : 39.56 vs. FITHX (30.68).
| FITHX | REFTX | FITHX / REFTX | |
| Total Expense Ratio | 0.69 | 0.39 | 177% |
| Annual Report Gross Expense Ratio | 0.69 | 0.39 | 177% |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | -0.900 | 1.933 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 48.6B | 6% |
| Annual Yield % from dividends | 0.35 | 1.92 | 18% |
| Returns for 1 year | 2.03 | 6.32 | 32% |
| Returns for 3 years | 15.73 | 22.31 | 70% |
| Returns for 5 years | 30.68 | 39.56 | 78% |
| Returns for 10 years | 17.33 | 54.33 | 32% |
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