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LFERX vs REFTX
LFERX vs REFTX Comparison Chart in %
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LFERX vs. REFTX commentary
Dec 03, 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: 53.7B vs. LFERX (640M). LFERX pays higher dividends than REFTX: LFERX (1.96) vs REFTX (1.66). 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 : 10.78 vs. LFERX (5.39). REFTX return over 5 years is better than : 29.37 vs. LFERX (25.28).
| 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 | 11.354 | 16.144 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 640M | 53.7B | 1% |
| Annual Yield % from dividends | 1.96 | 1.66 | 118% |
| Returns for 1 year | 5.39 | 10.78 | 50% |
| Returns for 3 years | 24.72 | 35.77 | 69% |
| Returns for 5 years | 25.28 | 29.37 | 86% |
| Returns for 10 years | 77.87 | 79.59 | 98% |
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