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LFERX vs REFTX
LFERX vs REFTX Comparison Chart in %
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LFERX vs. REFTX 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 REFTX is a Hold.
FUNDAMENTALS
Fundamentals
REFTX has more cash in the bank: 53.5B vs. LFERX (648M). LFERX pays higher dividends than REFTX: LFERX (1.98) vs REFTX (1.70). LFERX was incepted earlier than REFTX: LFERX (13 years) vs REFTX (19 years). LFERX (1.73) is less costly to investors than REFTX (0.39). LFERX is a more actively managed with annual turnover of: 14.00 vs. REFTX (7.00). LFERX has a lower initial minimum investment than REFTX: LFERX (0) vs REFTX (250). REFTX annual gain was more profitable for investors over the last year : 10.25 vs. LFERX (5.86). REFTX return over 5 years is better than : 35.35 vs. LFERX (30.63).
| LFERX | REFTX | LFERX / REFTX | |
| Total Expense Ratio | 1.52 | 0.39 | 390% |
| Annual Report Gross Expense Ratio | 1.73 | 0.39 | 444% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 10.605 | 14.629 | 72% |
| 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 | 1.70 | 116% |
| Returns for 1 year | 5.86 | 10.25 | 57% |
| Returns for 3 years | 35.06 | 46.81 | 75% |
| Returns for 5 years | 30.63 | 35.35 | 87% |
| Returns for 10 years | 78.38 | 80.27 | 98% |
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