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FSNUX vs REFTX
FSNUX vs REFTX Comparison Chart in %
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FSNUX vs. REFTX commentary
Jul 05, 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 FSNUX is a Hold and REFTX is a Hold.
FUNDAMENTALS
Fundamentals
REFTX has more cash in the bank: 51.5B vs. FSNUX (29.3B). FSNUX (1.79) and REFTX (1.77) have matching dividends . FSNUX was incepted earlier than REFTX: FSNUX (8 years) vs REFTX (18 years). FSNUX (0.59) is less costly to investors than REFTX (0.39). FSNUX is a more actively managed with annual turnover of: 19.00 vs. REFTX (7.00). FSNUX has a lower initial minimum investment than REFTX: FSNUX (0) vs REFTX (250). REFTX annual gain was more profitable for investors over the last year : 11.40 vs. FSNUX (8.95). REFTX return over 5 years is better than : 39.80 vs. FSNUX (29.63).
| FSNUX | REFTX | FSNUX / REFTX | |
| Total Expense Ratio | 0.59 | 0.39 | 151% |
| Annual Report Gross Expense Ratio | 0.59 | 0.39 | 151% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 7.469 | 9.770 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.3B | 51.5B | 57% |
| Annual Yield % from dividends | 1.79 | 1.77 | 101% |
| Returns for 1 year | 8.95 | 11.40 | 79% |
| Returns for 3 years | 38.17 | 34.79 | 110% |
| Returns for 5 years | 29.63 | 39.80 | 74% |
| Returns for 10 years | N/A | 69.09 | - |
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