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LEZIX vs RFUTX
LEZIX vs RFUTX Comparison Chart
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LEZIX vs. RFUTX commentary
May 26, 2025
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 LEZIX is a Hold and RFUTX is a Hold.
FUNDAMENTALS
Fundamentals
RFUTX has more cash in the bank: 15.9B vs. LEZIX (7.34M). LEZIX pays higher dividends than RFUTX: LEZIX (1.86) vs RFUTX (1.17). LEZIX was incepted earlier than RFUTX: LEZIX (5 years) vs RFUTX (10 years). LEZIX (0.86) is less costly to investors than RFUTX (0.39). LEZIX is a more actively managed with annual turnover of: 14.00 vs. RFUTX (5.00). RFUTX has a lower initial minimum investment than LEZIX: RFUTX (250) vs LEZIX (2000000). LEZIX annual gain was more profitable for investors over the last year : 10.54 vs. RFUTX (8.44).
| LEZIX | RFUTX | LEZIX / RFUTX | |
| Total Expense Ratio | 0.25 | 0.39 | 64% |
| Annual Report Gross Expense Ratio | 0.86 | 0.39 | 221% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 3.331 | 3.514 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.34M | 15.9B | 0% |
| Annual Yield % from dividends | 1.86 | 1.17 | 159% |
| Returns for 1 year | 10.54 | 8.44 | 125% |
| Returns for 3 years | 39.87 | 30.49 | 131% |
| Returns for 5 years | N/A | 51.90 | - |
| Returns for 10 years | N/A | 87.40 | - |
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