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FNIPX vs REFTX
FNIPX vs REFTX Comparison Chart in %
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FNIPX vs. REFTX commentary
Aug 26, 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 FNIPX is a Hold and REFTX is a Hold.
FUNDAMENTALS
Fundamentals
REFTX has more cash in the bank: 52.7B vs. FNIPX (25.9B). FNIPX pays higher dividends than REFTX: FNIPX (2.21) vs REFTX (1.76). FNIPX was incepted earlier than REFTX: FNIPX (5 years) vs REFTX (19 years). REFTX (0.39) is less costly to investors than FNIPX (0.05). FNIPX is a more actively managed with annual turnover of: 15.00 vs. REFTX (7.00). REFTX has a lower initial minimum investment than FNIPX: REFTX (250) vs FNIPX (2000000000). FNIPX annual gain was more profitable for investors over the last year : 12.42 vs. REFTX (11.08). FNIPX return over 5 years is better than : 49.37 vs. REFTX (35.67).
| FNIPX | REFTX | FNIPX / REFTX | |
| Total Expense Ratio | 0.05 | 0.39 | 13% |
| Annual Report Gross Expense Ratio | 0.05 | 0.39 | 13% |
| Fund Existence | 5 years | 19 years | - |
| Gain YTD | 11.660 | 12.017 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 250 | 800,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.9B | 52.7B | 49% |
| Annual Yield % from dividends | 2.21 | 1.76 | 125% |
| Returns for 1 year | 12.42 | 11.08 | 112% |
| Returns for 3 years | 40.03 | 32.03 | 125% |
| Returns for 5 years | 49.37 | 35.67 | 138% |
| Returns for 10 years | N/A | 86.58 | - |
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