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FSXOX vs REFTX
FSXOX vs REFTX Comparison
Open Charts FSXOX vs REFTX
FSXOX vs REFTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
REFTX has more cash in the bank: 55.9B vs. FSXOX (14.5M). REFTX pays higher dividends than FSXOX: REFTX (1.57) vs FSXOX (1.06). FSXOX was incepted earlier than REFTX: FSXOX (3 years) vs REFTX (19 years). FSXOX (0.97) is less costly to investors than REFTX (0.39). FSXOX is a more actively managed with annual turnover of: 39.00 vs. REFTX (9.00). FSXOX has a lower initial minimum investment than REFTX: FSXOX (0) vs REFTX (250). FSXOX annual gain was more profitable for investors over the last year : 17.83 vs. REFTX (11.05).
| FSXOX | REFTX | FSXOX / REFTX | |
| Total Expense Ratio | 0.97 | 0.39 | 249% |
| Annual Report Gross Expense Ratio | 0.97 | 0.39 | 249% |
| Fund Existence | 3 years | 19 years | - |
| Gain YTD | 6.538 | 4.879 | 134% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5M | 55.9B | 0% |
| Annual Yield % from dividends | 1.06 | 1.57 | 68% |
| Returns for 1 year | 17.83 | 11.05 | 161% |
| Returns for 3 years | 45.97 | 39.80 | 115% |
| Returns for 5 years | N/A | 20.97 | - |
| Returns for 10 years | N/A | 87.72 | - |
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