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LTMBX vs RCHTX
LTMBX vs RCHTX Comparison Chart in %
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LTMBX vs. RCHTX commentary
Sep 10, 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 LTMBX is a Hold and RCHTX is a Hold.
FUNDAMENTALS
Fundamentals
RCHTX has more cash in the bank: 43.1B vs. LTMBX (561M). LTMBX pays higher dividends than RCHTX: LTMBX (1.20) vs RCHTX (0.77). LTMBX was incepted earlier than RCHTX: LTMBX (13 years) vs RCHTX (19 years). LTMBX (1.80) is less costly to investors than RCHTX (1.01). LTMBX is a more actively managed with annual turnover of: 14.00 vs. RCHTX (5.00). RCHTX has a lower initial minimum investment than LTMBX: RCHTX (250) vs LTMBX (1000). RCHTX annual gain was more profitable for investors over the last year : 16.36 vs. LTMBX (11.69). LTMBX (44.28) and RCHTX (43.78) have equivalent 5 years return.
| LTMBX | RCHTX | LTMBX / RCHTX | |
| Total Expense Ratio | 1.57 | 1.01 | 155% |
| Annual Report Gross Expense Ratio | 1.80 | 1.01 | 178% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 11.960 | 14.479 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 561M | 43.1B | 1% |
| Annual Yield % from dividends | 1.20 | 0.77 | 155% |
| Returns for 1 year | 11.69 | 16.36 | 71% |
| Returns for 3 years | 29.61 | 39.19 | 76% |
| Returns for 5 years | 44.28 | 43.78 | 101% |
| Returns for 10 years | 93.86 | 93.46 | 100% |
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