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FITHX vs REFTX
FITHX vs REFTX Comparison Chart in %
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FITHX vs. REFTX commentary
Sep 15, 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 (2.99B). REFTX pays higher dividends than FITHX: REFTX (1.73) vs FITHX (0.35). 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 : 12.31 vs. FITHX (9.11). REFTX return over 5 years is better than : 38.92 vs. FITHX (27.00).
| 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 | 10.591 | 13.950 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.99B | 53.4B | 6% |
| Annual Yield % from dividends | 0.35 | 1.73 | 20% |
| Returns for 1 year | 9.11 | 12.31 | 74% |
| Returns for 3 years | 41.36 | 38.82 | 107% |
| Returns for 5 years | 27.00 | 38.92 | 69% |
| Returns for 10 years | 40.35 | 83.04 | 49% |
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