IOLZX
Price
$35.30
Change
+$0.04 (+0.11%)
Updated
Jul 31 closing price
Net Assets
57.14M
RGEBX
Price
$80.73
Change
+$0.93 (+1.17%)
Updated
Jul 31 closing price
Net Assets
356.86B
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IOLZX vs RGEBX

IOLZX vs RGEBX Comparison Chart in %
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IOLZX vs. RGEBX commentary
Aug 03, 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 IOLZX is a Hold and RGEBX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RGEBX has more cash in the bank: 357B vs. IOLZX (57.1M). IOLZX pays higher dividends than RGEBX: IOLZX (0.70) vs RGEBX (0.00). IOLZX was incepted earlier than RGEBX: IOLZX (22 years) vs RGEBX (12 years). IOLZX (1.16) is less costly to investors than RGEBX (1.08). RGEBX is a more actively managed with annual turnover of: 32.00 vs. IOLZX (23.00). RGEBX has a lower initial minimum investment than IOLZX: RGEBX (250) vs IOLZX (1000). IOLZX annual gain was more profitable for investors over the last year : 27.56 vs. RGEBX (0.66). RGEBX return over 5 years is better than : 9.78 vs. IOLZX (-11.16).
IOLZXRGEBXIOLZX / RGEBX
Total Expense Ratio1.161.08107%
Annual Report Gross Expense Ratio1.161.08107%
Fund Existence22 years12 years-
Gain YTD28.5515.309538%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets57.1M357B0%
Annual Yield % from dividends0.700.00-
Returns for 1 year27.560.664,171%
Returns for 3 years25.7932.7879%
Returns for 5 years-11.169.78-114%
Returns for 10 years97.0490.83107%
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