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FITHX vs REFTX
FITHX vs REFTX Comparison Chart
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FITHX vs. REFTX commentary
Jun 07, 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: 50.3B vs. FITHX (2.85B). REFTX pays higher dividends than FITHX: REFTX (1.84) vs FITHX (0.37). 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 : 9.28 vs. FITHX (4.79). REFTX return over 5 years is better than : 34.87 vs. FITHX (23.96).
| 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 | 2.754 | 6.165 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 50.3B | 6% |
| Annual Yield % from dividends | 0.37 | 1.84 | 20% |
| Returns for 1 year | 4.79 | 9.28 | 52% |
| Returns for 3 years | 22.18 | 21.97 | 101% |
| Returns for 5 years | 23.96 | 34.87 | 69% |
| Returns for 10 years | 22.74 | 62.31 | 36% |
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