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PBLIX vs RFVTX
PBLIX vs RFVTX Comparison Chart
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PBLIX vs. RFVTX commentary
May 25, 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 PBLIX is a Hold and RFVTX is a Hold.
FUNDAMENTALS
Fundamentals
PBLIX pays higher dividends than RFVTX: PBLIX (2.74) vs RFVTX (1.13). PBLIX was incepted earlier than RFVTX: PBLIX (2 years) vs RFVTX (5 years). RFVTX (0.39) is less costly to investors than PBLIX (0.15). PBLIX is a more actively managed with annual turnover of: 16.00 vs. RFVTX (4.00). RFVTX has a lower initial minimum investment than PBLIX: RFVTX (250) vs PBLIX (1000000). PBLIX annual gain was more profitable for investors over the last year : 9.95 vs. RFVTX (8.98).
| PBLIX | RFVTX | PBLIX / RFVTX | |
| Total Expense Ratio | 0.15 | 0.39 | 38% |
| Annual Report Gross Expense Ratio | 0.15 | 0.39 | 38% |
| Fund Existence | 2 years | 5 years | - |
| Gain YTD | 3.871 | 3.488 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 4.43B | - |
| Annual Yield % from dividends | 2.74 | 1.13 | 243% |
| Returns for 1 year | 9.95 | 8.98 | 111% |
| Returns for 3 years | N/A | 35.88 | - |
| Returns for 5 years | N/A | 65.51 | - |
| Returns for 10 years | 20.69 | N/A | - |
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