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IBSAX vs RPTIX
IBSAX vs RPTIX Comparison
Open Charts IBSAX vs RPTIX
T. Rowe Price Mid-Cap Growth I
Price$109.86
Change-$2.17 (-1.94%)
VolumeN/A
CapitalizationN/A
IBSAX vs RPTIX Comparison Chart
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IBSAX vs. RPTIX commentary
Nov 18, 2024
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 IBSAX is a Buy and RPTIX is a StrongSell.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 31B vs. IBSAX (454M). RPTIX pays higher dividends than IBSAX: RPTIX (0.18) vs IBSAX (0.00). IBSAX was incepted earlier than RPTIX: IBSAX (23 years) vs RPTIX (9 years). RPTIX is a more actively managed with annual turnover of: 21.70 vs. IBSAX (1.00). IBSAX has a lower initial minimum investment than RPTIX: IBSAX (0) vs RPTIX (500000). RPTIX annual gain was more profitable for investors over the last year : 14.29 vs. IBSAX (6.84). RPTIX return over 5 years is better than : 14.07 vs. IBSAX (-32.17).
| IBSAX | RPTIX | IBSAX / RPTIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 0.392 | 9.586 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 31B | 1% |
| Annual Yield % from dividends | 0.00 | 0.18 | - |
| Returns for 1 year | 6.84 | 14.29 | 48% |
| Returns for 3 years | -29.15 | -18.50 | 158% |
| Returns for 5 years | -32.17 | 14.07 | -229% |
| Returns for 10 years | -30.85 | N/A | - |
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