Interact to see
Advertisement
Advertisement
IBSAX vs RPTIX
IBSAX vs RPTIX Comparison
Open Charts IBSAX vs RPTIX
IBSAX vs RPTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IBSAX vs. RPTIX commentary
Jul 14, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 22.6B vs. IBSAX (213M). RPTIX pays higher dividends than IBSAX: RPTIX (0.11) vs IBSAX (0.06). IBSAX was incepted earlier than RPTIX: IBSAX (24 years) vs RPTIX (11 years). IBSAX (1.74) is less costly to investors than RPTIX (0.63). RPTIX is a more actively managed with annual turnover of: 31.50 vs. IBSAX (13.00). 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 : -0.27 vs. IBSAX (-62.83). RPTIX return over 5 years is better than : -17.78 vs. IBSAX (-74.28).
| IBSAX | RPTIX | IBSAX / RPTIX | |
| Total Expense Ratio | 1.50 | 0.63 | 238% |
| Annual Report Gross Expense Ratio | 1.74 | 0.63 | 276% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | -46.829 | 3.853 | -1,215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 22.6B | 1% |
| Annual Yield % from dividends | 0.06 | 0.11 | 61% |
| Returns for 1 year | -62.83 | -0.27 | 23,021% |
| Returns for 3 years | -66.54 | -0.33 | 19,990% |
| Returns for 5 years | -74.28 | -17.78 | 418% |
| Returns for 10 years | -74.35 | 33.17 | -224% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers