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IMOZX vs RPTIX
IMOZX vs RPTIX Comparison
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IMOZX vs RPTIX Comparison Chart in %
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IMOZX 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 IMOZX is a Hold and RPTIX is a Buy.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 22.5B vs. IMOZX (594M). RPTIX pays higher dividends than IMOZX: RPTIX (0.11) vs IMOZX (0.00). IMOZX was incepted earlier than RPTIX: IMOZX (13 years) vs RPTIX (11 years). IMOZX (0.87) is less costly to investors than RPTIX (0.63). IMOZX is a more actively managed with annual turnover of: 87.00 vs. RPTIX (31.50). RPTIX has a lower initial minimum investment than IMOZX: RPTIX (500000) vs IMOZX (1000000). RPTIX annual gain was more profitable for investors over the last year : 0.10 vs. IMOZX (-2.50). IMOZX return over 5 years is better than : -18.33 vs. RPTIX (-19.32).
| IMOZX | RPTIX | IMOZX / RPTIX | |
| Total Expense Ratio | 0.83 | 0.63 | 132% |
| Annual Report Gross Expense Ratio | 0.87 | 0.63 | 138% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 9.003 | 2.008 | 448% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594M | 22.5B | 3% |
| Annual Yield % from dividends | 0.00 | 0.11 | - |
| Returns for 1 year | -2.50 | 0.10 | -2,476% |
| Returns for 3 years | 15.81 | 2.69 | 588% |
| Returns for 5 years | -18.33 | -19.32 | 95% |
| Returns for 10 years | 10.45 | 38.36 | 27% |