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FITHX vs REFTX
FITHX vs REFTX Comparison
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FITHX vs REFTX Comparison Chart in %
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FITHX vs. REFTX commentary
Sep 11, 2026
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: 56.5B vs. FITHX (3.21B). FITHX (1.60) and REFTX (1.55) have matching dividends . FITHX was incepted earlier than REFTX: FITHX (23 years) vs REFTX (20 years). FITHX (0.63) is less costly to investors than REFTX (0.39). FITHX is a more actively managed with annual turnover of: 20.00 vs. REFTX (9.00). FITHX has a lower initial minimum investment than REFTX: FITHX (0) vs REFTX (250). FITHX annual gain was more profitable for investors over the last year : 7.20 vs. REFTX (6.06). REFTX return over 5 years is better than : 20.19 vs. FITHX (12.89).
| FITHX | REFTX | FITHX / REFTX | |
| Total Expense Ratio | 0.63 | 0.39 | 162% |
| Annual Report Gross Expense Ratio | 0.63 | 0.39 | 162% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 5.363 | 7.390 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.21B | 56.5B | 6% |
| Annual Yield % from dividends | 1.60 | 1.55 | 103% |
| Returns for 1 year | 7.20 | 6.06 | 119% |
| Returns for 3 years | 37.56 | 40.38 | 93% |
| Returns for 5 years | 12.89 | 20.19 | 64% |
| Returns for 10 years | 47.42 | 87.92 | 54% |
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