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LTRIX vs RCHTX
LTRIX vs RCHTX Comparison Chart
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LTRIX vs. RCHTX commentary
Jun 14, 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 LTRIX is a Hold and RCHTX is a Hold.
FUNDAMENTALS
Fundamentals
RCHTX has more cash in the bank: 40.9B vs. LTRIX (1.72B). LTRIX pays higher dividends than RCHTX: LTRIX (1.64) vs RCHTX (0.83). LTRIX was incepted earlier than RCHTX: LTRIX (17 years) vs RCHTX (18 years). RCHTX (1.01) is less costly to investors than LTRIX (0.61). LTRIX is a more actively managed with annual turnover of: 36.70 vs. RCHTX (5.00). LTRIX has a lower initial minimum investment than RCHTX: LTRIX (0) vs RCHTX (250). RCHTX annual gain was more profitable for investors over the last year : 9.69 vs. LTRIX (7.49). RCHTX return over 5 years is better than : 44.66 vs. LTRIX (36.87).
| LTRIX | RCHTX | LTRIX / RCHTX | |
| Total Expense Ratio | 0.61 | 1.01 | 60% |
| Annual Report Gross Expense Ratio | 0.61 | 1.01 | 60% |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 6.438 | 6.660 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 40.9B | 4% |
| Annual Yield % from dividends | 1.64 | 0.83 | 197% |
| Returns for 1 year | 7.49 | 9.69 | 77% |
| Returns for 3 years | 28.31 | 37.09 | 76% |
| Returns for 5 years | 36.87 | 44.66 | 83% |
| Returns for 10 years | 50.10 | 69.07 | 73% |
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