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FITHX vs REFTX
FITHX vs REFTX Comparison Chart in %
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FITHX vs. REFTX commentary
Oct 16, 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: 53.4B vs. FITHX (3.05B). REFTX pays higher dividends than FITHX: REFTX (1.70) vs FITHX (0.34). FITHX was incepted earlier than REFTX: FITHX (22 years) vs REFTX (19 years). FITHX (0.65) is less costly to investors than REFTX (0.39). FITHX is a more actively managed with annual turnover of: 22.00 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 : 10.73 vs. FITHX (6.63). REFTX return over 5 years is better than : 35.53 vs. FITHX (24.04).
| FITHX | REFTX | FITHX / REFTX | |
| Total Expense Ratio | 0.65 | 0.39 | 167% |
| Annual Report Gross Expense Ratio | 0.65 | 0.39 | 167% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 11.189 | 14.786 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.05B | 53.4B | 6% |
| Annual Yield % from dividends | 0.34 | 1.70 | 20% |
| Returns for 1 year | 6.63 | 10.73 | 62% |
| Returns for 3 years | 54.19 | 50.88 | 106% |
| Returns for 5 years | 24.04 | 35.53 | 68% |
| Returns for 10 years | 37.84 | 80.24 | 47% |
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