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PEGZX vs RPTIX
PEGZX vs RPTIX Comparison
Open Charts PEGZX vs RPTIX
PEGZX vs RPTIX Comparison Chart in %
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PEGZX vs. RPTIX commentary
Aug 03, 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 PEGZX is a Buy and RPTIX is a Buy.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 22.1B vs. PEGZX (1.7B). RPTIX pays higher dividends than PEGZX: RPTIX (0.11) vs PEGZX (0.00). PEGZX was incepted earlier than RPTIX: PEGZX (30 years) vs RPTIX (11 years). PEGZX (0.72) is less costly to investors than RPTIX (0.63). PEGZX is a more actively managed with annual turnover of: 65.00 vs. RPTIX (31.50). PEGZX has a lower initial minimum investment than RPTIX: PEGZX (0) vs RPTIX (500000). RPTIX annual gain was more profitable for investors over the last year : -1.76 vs. PEGZX (-8.69). RPTIX return over 5 years is better than : -20.89 vs. PEGZX (-31.83).
| PEGZX | RPTIX | PEGZX / RPTIX | |
| Total Expense Ratio | 0.72 | 0.63 | 114% |
| Annual Report Gross Expense Ratio | 0.72 | 0.63 | 114% |
| Fund Existence | 30 years | 11 years | - |
| Gain YTD | 2.781 | 2.490 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 22.1B | 8% |
| Annual Yield % from dividends | 0.00 | 0.11 | - |
| Returns for 1 year | -8.69 | -1.76 | 495% |
| Returns for 3 years | -2.54 | -3.12 | 81% |
| Returns for 5 years | -31.83 | -20.89 | 152% |
| Returns for 10 years | -46.04 | 30.79 | -150% |
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