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IBSAX vs RPTIX
IBSAX vs RPTIX Comparison
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IBSAX vs RPTIX Comparison Chart in %
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IBSAX vs. RPTIX commentary
Jun 04, 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 StrongBuy and RPTIX is a Buy.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 23.2B vs. IBSAX (222M). 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 : 2.77 vs. IBSAX (-61.69). RPTIX return over 5 years is better than : -15.67 vs. IBSAX (-73.16).
| 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 | -46.239 | 2.459 | -1,880% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 23.2B | 1% |
| Annual Yield % from dividends | 0.06 | 0.11 | 59% |
| Returns for 1 year | -61.69 | 2.77 | -2,225% |
| Returns for 3 years | -64.66 | 4.47 | -1,446% |
| Returns for 5 years | -73.16 | -15.67 | 467% |
| Returns for 10 years | -73.30 | 33.73 | -217% |
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