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LFERX vs RBEFX
LFERX vs RBEFX Comparison Chart in %
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LFERX vs. RBEFX commentary
Oct 19, 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 LFERX is a Hold and RBEFX is a Hold.
FUNDAMENTALS
Fundamentals
RBEFX has more cash in the bank: 53.5B vs. LFERX (648M). LFERX pays higher dividends than RBEFX: LFERX (1.98) vs RBEFX (1.12). LFERX was incepted earlier than RBEFX: LFERX (13 years) vs RBEFX (11 years). LFERX (1.73) is less costly to investors than RBEFX (1.14). LFERX is a more actively managed with annual turnover of: 14.00 vs. RBEFX (7.00). LFERX has a lower initial minimum investment than RBEFX: LFERX (0) vs RBEFX (250). RBEFX annual gain was more profitable for investors over the last year : 9.28 vs. LFERX (5.86). RBEFX (31.07) and LFERX (30.63) have equivalent 5 years return.
| LFERX | RBEFX | LFERX / RBEFX | |
| Total Expense Ratio | 1.52 | 1.14 | 133% |
| Annual Report Gross Expense Ratio | 1.73 | 1.14 | 152% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 10.605 | 13.931 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 648M | 53.5B | 1% |
| Annual Yield % from dividends | 1.98 | 1.12 | 176% |
| Returns for 1 year | 5.86 | 9.28 | 63% |
| Returns for 3 years | 35.06 | 44.08 | 80% |
| Returns for 5 years | 30.63 | 31.07 | 99% |
| Returns for 10 years | 78.38 | 71.34 | 110% |
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