ISTAX
Price
$30.51
Change
-$0.23 (-0.75%)
Updated
Sep 16 closing price
Net Assets
52.08M
RGAHX
Price
$85.11
Change
-$0.14 (-0.16%)
Updated
Sep 16 closing price
Net Assets
353.07B
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ISTAX vs RGAHX

ISTAX vs RGAHX Comparison Chart in %
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ISTAX vs. RGAHX commentary
Sep 17, 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 ISTAX is a Hold and RGAHX is a Hold.

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FUNDAMENTALS
Fundamentals
RGAHX has more cash in the bank: 353B vs. ISTAX (52.1M). ISTAX pays higher dividends than RGAHX: ISTAX (0.49) vs RGAHX (0.40). ISTAX was incepted earlier than RGAHX: ISTAX (20 years) vs RGAHX (11 years). ISTAX (1.41) is less costly to investors than RGAHX (0.44). RGAHX is a more actively managed with annual turnover of: 32.00 vs. ISTAX (23.00). RGAHX has a lower initial minimum investment than ISTAX: RGAHX (250) vs ISTAX (1000). ISTAX annual gain was more profitable for investors over the last year : 12.08 vs. RGAHX (-2.06). RGAHX return over 5 years is better than : 11.85 vs. ISTAX (-19.90).
ISTAXRGAHXISTAX / RGAHX
Total Expense Ratio1.410.44320%
Annual Report Gross Expense Ratio1.410.44320%
Fund Existence20 years11 years-
Gain YTD20.2607.408273%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets52.1M353B0%
Annual Yield % from dividends0.490.40124%
Returns for 1 year12.08-2.06-586%
Returns for 3 years19.2242.0946%
Returns for 5 years-19.9011.85-168%
Returns for 10 years73.87101.4573%
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