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PAEPX vs RFKTX
PAEPX vs RFKTX Comparison Chart
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FUNDAMENTALS
Fundamentals
RFKTX has more cash in the bank: 25.8B vs. PAEPX (140M). RFKTX pays higher dividends than PAEPX: RFKTX (1.22) vs PAEPX (1.08). PAEPX was incepted earlier than RFKTX: PAEPX (4 years) vs RFKTX (15 years). PAEPX (1.54) is less costly to investors than RFKTX (0.39). PAEPX is a more actively managed with annual turnover of: 13.00 vs. RFKTX (5.00). PAEPX has a lower initial minimum investment than RFKTX: PAEPX (0) vs RFKTX (250). RFKTX annual gain was more profitable for investors over the last year : 7.50 vs. PAEPX (5.48).
| PAEPX | RFKTX | PAEPX / RFKTX | |
| Total Expense Ratio | 0.75 | 0.39 | 192% |
| Annual Report Gross Expense Ratio | 1.54 | 0.39 | 395% |
| Fund Existence | 4 years | 15 years | - |
| Gain YTD | 2.379 | 3.821 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 25.8B | 1% |
| Annual Yield % from dividends | 1.08 | 1.22 | 88% |
| Returns for 1 year | 5.48 | 7.50 | 73% |
| Returns for 3 years | 31.95 | 30.08 | 106% |
| Returns for 5 years | N/A | 49.59 | - |
| Returns for 10 years | N/A | 71.49 | - |
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