Interact to see
Advertisement
Advertisement
FSXRX vs REFTX
FSXRX vs REFTX Comparison
Open Charts FSXRX vs REFTX
FSXRX vs REFTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
REFTX has more cash in the bank: 55.9B vs. FSXRX (14.5M). FSXRX pays higher dividends than REFTX: FSXRX (1.65) vs REFTX (1.57). FSXRX was incepted earlier than REFTX: FSXRX (3 years) vs REFTX (19 years). REFTX (0.39) is less costly to investors than FSXRX (0.37). FSXRX is a more actively managed with annual turnover of: 39.00 vs. REFTX (9.00). FSXRX has a lower initial minimum investment than REFTX: FSXRX (0) vs REFTX (250). FSXRX annual gain was more profitable for investors over the last year : 18.55 vs. REFTX (11.05).
| FSXRX | REFTX | FSXRX / REFTX | |
| Total Expense Ratio | 0.37 | 0.39 | 95% |
| Annual Report Gross Expense Ratio | 0.37 | 0.39 | 95% |
| Fund Existence | 3 years | 19 years | - |
| Gain YTD | 6.848 | 4.879 | 140% |
| Front Load | N/A | 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 | 1.65 | 1.57 | 106% |
| Returns for 1 year | 18.55 | 11.05 | 168% |
| Returns for 3 years | 48.44 | 39.80 | 122% |
| Returns for 5 years | N/A | 20.97 | - |
| Returns for 10 years | N/A | 87.72 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement