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NCSRX vs RTEHX
NCSRX vs RTEHX Comparison
Open Charts NCSRX vs RTEHX
NCSRX vs RTEHX Comparison Chart in %
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NCSRX vs. RTEHX commentary
Jun 24, 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 NCSRX is a Hold and RTEHX is a Buy.
FUNDAMENTALS
Fundamentals
RTEHX has more cash in the bank: 28.5B vs. NCSRX (553M). NCSRX pays higher dividends than RTEHX: NCSRX (7.65) vs RTEHX (5.85). NCSRX was incepted earlier than RTEHX: NCSRX (12 years) vs RTEHX (12 years). RTEHX (1.16) is less costly to investors than NCSRX (0.68). NCSRX is a more actively managed with annual turnover of: 170.00 vs. RTEHX (40.00). RTEHX has a lower initial minimum investment than NCSRX: RTEHX (250) vs NCSRX (1000000). NCSRX annual gain was more profitable for investors over the last year : 8.71 vs. RTEHX (6.58). NCSRX return over 5 years is better than : 27.16 vs. RTEHX (22.80).
| NCSRX | RTEHX | NCSRX / RTEHX | |
| Total Expense Ratio | 0.61 | 1.16 | 53% |
| Annual Report Gross Expense Ratio | 0.68 | 1.16 | 59% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 2.499 | 1.393 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 553M | 28.5B | 2% |
| Annual Yield % from dividends | 7.65 | 5.85 | 131% |
| Returns for 1 year | 8.71 | 6.58 | 132% |
| Returns for 3 years | 32.75 | 29.42 | 111% |
| Returns for 5 years | 27.16 | 22.80 | 119% |
| Returns for 10 years | 81.14 | 72.65 | 112% |
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