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NBIIX vs RERFX
NBIIX vs RERFX Comparison
Open Charts NBIIX vs RERFX
NBIIX vs RERFX Comparison Chart in %
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NBIIX vs. RERFX commentary
Aug 22, 2026
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 NBIIX is a Hold and RERFX is a Hold.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 137B vs. NBIIX (1.01B). RERFX pays higher dividends than NBIIX: RERFX (2.75) vs NBIIX (1.19). NBIIX was incepted earlier than RERFX: NBIIX (21 years) vs RERFX (24 years). NBIIX (1.03) is less costly to investors than RERFX (0.52). NBIIX is a more actively managed with annual turnover of: 61.00 vs. RERFX (50.00). RERFX has a lower initial minimum investment than NBIIX: RERFX (250) vs NBIIX (1000000). RERFX annual gain was more profitable for investors over the last year : 6.58 vs. NBIIX (2.13). RERFX return over 5 years is better than : 0.70 vs. NBIIX (-3.75).
| NBIIX | RERFX | NBIIX / RERFX | |
| Total Expense Ratio | 0.85 | 0.52 | 163% |
| Annual Report Gross Expense Ratio | 1.03 | 0.52 | 198% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 6.250 | 6.497 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 137B | 1% |
| Annual Yield % from dividends | 1.19 | 2.75 | 43% |
| Returns for 1 year | 2.13 | 6.58 | 32% |
| Returns for 3 years | 34.46 | 29.93 | 115% |
| Returns for 5 years | -3.75 | 0.70 | -537% |
| Returns for 10 years | 50.46 | 48.47 | 104% |
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