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IBSSX vs RPTIX
IBSSX vs RPTIX Comparison
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IBSSX vs RPTIX Comparison Chart in %
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IBSSX vs. RPTIX commentary
Jun 24, 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 IBSSX is a Hold and RPTIX is a Hold.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 22.5B vs. IBSSX (204M). IBSSX pays higher dividends than RPTIX: IBSSX (0.32) vs RPTIX (0.11). IBSSX was incepted earlier than RPTIX: IBSSX (24 years) vs RPTIX (11 years). IBSSX (1.49) is less costly to investors than RPTIX (0.63). RPTIX is a more actively managed with annual turnover of: 31.50 vs. IBSSX (13.00). IBSSX has a lower initial minimum investment than RPTIX: IBSSX (0) vs RPTIX (500000). RPTIX annual gain was more profitable for investors over the last year : 0.10 vs. IBSSX (-57.98). RPTIX return over 5 years is better than : -19.32 vs. IBSSX (-70.06).
| IBSSX | RPTIX | IBSSX / RPTIX | |
| Total Expense Ratio | 1.25 | 0.63 | 198% |
| Annual Report Gross Expense Ratio | 1.49 | 0.63 | 237% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | -43.486 | 2.008 | -2,165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 22.5B | 1% |
| Annual Yield % from dividends | 0.32 | 0.11 | 291% |
| Returns for 1 year | -57.98 | 0.10 | -57,533% |
| Returns for 3 years | -59.74 | 2.69 | -2,224% |
| Returns for 5 years | -70.06 | -19.32 | 363% |
| Returns for 10 years | -65.99 | 38.36 | -172% |
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