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PBLIX vs RFVTX
PBLIX vs RFVTX Comparison Chart
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PBLIX vs. RFVTX commentary
Nov 15, 2024
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
RFVTX has more cash in the bank: 3.65B vs. PBLIX (19M). PBLIX pays higher dividends than RFVTX: PBLIX (1.39) vs RFVTX (1.21). PBLIX was incepted earlier than RFVTX: PBLIX (2 years) vs RFVTX (5 years). PBLIX is a more actively managed with annual turnover of: 8.00 vs. RFVTX (1.00). RFVTX has a lower initial minimum investment than PBLIX: RFVTX (250) vs PBLIX (1000000). RFVTX (25.13) and PBLIX (25.05) have marching annual gain over last year.
| PBLIX | RFVTX | PBLIX / RFVTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 2 years | 5 years | - |
| Gain YTD | 17.196 | 17.310 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19M | 3.65B | 1% |
| Annual Yield % from dividends | 1.39 | 1.21 | 115% |
| Returns for 1 year | 25.05 | 25.13 | 100% |
| Returns for 3 years | N/A | 8.47 | - |
| Returns for 5 years | 17.24 | N/A | - |
| Returns for 10 years | 26.42 | N/A | - |
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