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PBHAX vs RTEHX
PBHAX vs RTEHX Comparison
Open Charts PBHAX vs RTEHX
PBHAX vs RTEHX Comparison Chart in %
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PBHAX vs. RTEHX commentary
Aug 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 PBHAX is a Hold and RTEHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RTEHX has more cash in the bank: 28.8B vs. PBHAX (22.7B). PBHAX pays higher dividends than RTEHX: PBHAX (6.79) vs RTEHX (5.94). PBHAX was incepted earlier than RTEHX: PBHAX (37 years) vs RTEHX (12 years). RTEHX (1.16) is less costly to investors than PBHAX (0.74). PBHAX is a more actively managed with annual turnover of: 49.00 vs. RTEHX (40.00). RTEHX has a lower initial minimum investment than PBHAX: RTEHX (250) vs PBHAX (1000). RTEHX (4.53) and PBHAX (4.49) have marching annual gain over last year. RTEHX return over 5 years is better than : 23.29 vs. PBHAX (19.51).
| PBHAX | RTEHX | PBHAX / RTEHX | |
| Total Expense Ratio | 0.74 | 1.16 | 64% |
| Annual Report Gross Expense Ratio | 0.74 | 1.16 | 64% |
| Fund Existence | 37 years | 12 years | - |
| Gain YTD | 1.746 | 1.396 | 125% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.7B | 28.8B | 79% |
| Annual Yield % from dividends | 6.79 | 5.94 | 114% |
| Returns for 1 year | 4.49 | 4.53 | 99% |
| Returns for 3 years | 28.09 | 27.95 | 101% |
| Returns for 5 years | 19.51 | 23.29 | 84% |
| Returns for 10 years | 63.53 | 64.81 | 98% |
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