Interact to see
Advertisement
Advertisement
IOLZX vs RGEBX
IOLZX vs RGEBX Comparison
Open Charts IOLZX vs RGEBX
IOLZX vs RGEBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IOLZX vs. RGEBX commentary
Sep 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RGEBX has more cash in the bank: 353B vs. IOLZX (52.5M). IOLZX pays higher dividends than RGEBX: IOLZX (0.72) 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 : 12.80 vs. RGEBX (-1.95). RGEBX return over 5 years is better than : 9.39 vs. IOLZX (-14.93).
| IOLZX | RGEBX | IOLZX / RGEBX | |
| Total Expense Ratio | 1.16 | 1.08 | 107% |
| Annual Report Gross Expense Ratio | 1.16 | 1.08 | 107% |
| Fund Existence | 22 years | 12 years | - |
| Gain YTD | 22.141 | 8.453 | 262% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.5M | 353B | 0% |
| Annual Yield % from dividends | 0.72 | 0.00 | - |
| Returns for 1 year | 12.80 | -1.95 | -658% |
| Returns for 3 years | 23.96 | 41.17 | 58% |
| Returns for 5 years | -14.93 | 9.39 | -159% |
| Returns for 10 years | 87.12 | 95.51 | 91% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DESIX | 13.70 | 0.07 | +0.51% |
| DFA Em Mkts Sustnby Cor 1 Instl | |||
| FBAQX | 35.26 | -0.01 | -0.03% |
| Fidelity Advisor® Balanced M | |||
| NWXQX | 17.24 | -0.05 | -0.29% |
| Nationwide Mid Cap Market Idx Instl Svc | |||
| FRVLX | 65.38 | -0.26 | -0.40% |
| Franklin Small Cap Value A | |||
| CRRVX | 10.18 | -0.08 | -0.78% |
| Columbia Real Estate Equity Inst2 | |||