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FSNUX vs REFTX
FSNUX vs REFTX Comparison Chart in %
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FSNUX vs. REFTX commentary
Aug 24, 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: 52.7B vs. FSNUX (29.5B). FSNUX (1.78) and REFTX (1.76) have matching dividends . FSNUX was incepted earlier than REFTX: FSNUX (8 years) vs REFTX (19 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 : 11.08 vs. FSNUX (10.09). REFTX return over 5 years is better than : 35.67 vs. FSNUX (25.46).
| 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 | 19 years | - |
| Gain YTD | 10.731 | 12.017 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5B | 52.7B | 56% |
| Annual Yield % from dividends | 1.78 | 1.76 | 101% |
| Returns for 1 year | 10.09 | 11.08 | 91% |
| Returns for 3 years | 36.55 | 32.03 | 114% |
| Returns for 5 years | 25.46 | 35.67 | 71% |
| Returns for 10 years | N/A | 86.58 | - |
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