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ISTAX vs RGEBX
ISTAX vs RGEBX Comparison
Open Charts ISTAX vs RGEBX
ISTAX vs RGEBX Comparison Chart in %
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ISTAX vs. RGEBX 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 RGEBX is a Hold.
FUNDAMENTALS
Fundamentals
RGEBX has more cash in the bank: 353B vs. ISTAX (52.1M). ISTAX pays higher dividends than RGEBX: ISTAX (0.49) vs RGEBX (0.00). ISTAX was incepted earlier than RGEBX: ISTAX (20 years) vs RGEBX (12 years). ISTAX (1.41) is less costly to investors than RGEBX (1.08). RGEBX is a more actively managed with annual turnover of: 32.00 vs. ISTAX (23.00). RGEBX has a lower initial minimum investment than ISTAX: RGEBX (250) vs ISTAX (1000). ISTAX annual gain was more profitable for investors over the last year : 12.08 vs. RGEBX (-3.01). RGEBX return over 5 years is better than : 7.85 vs. ISTAX (-19.90).
| ISTAX | RGEBX | ISTAX / RGEBX | |
| Total Expense Ratio | 1.41 | 1.08 | 131% |
| Annual Report Gross Expense Ratio | 1.41 | 1.08 | 131% |
| Fund Existence | 20 years | 12 years | - |
| Gain YTD | 20.260 | 6.927 | 292% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1M | 353B | 0% |
| Annual Yield % from dividends | 0.49 | 0.00 | - |
| Returns for 1 year | 12.08 | -3.01 | -402% |
| Returns for 3 years | 19.22 | 38.43 | 50% |
| Returns for 5 years | -19.90 | 7.85 | -254% |
| Returns for 10 years | 73.87 | 92.58 | 80% |
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