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PFSRX vs RFRAX
PFSRX vs RFRAX Comparison Chart
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PFSRX vs. RFRAX commentary
Jun 09, 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 PFSRX is a Hold and RFRAX is a Hold.
FUNDAMENTALS
Fundamentals
RFRAX has more cash in the bank: 747M vs. PFSRX (184M). RFRAX pays higher dividends than PFSRX: RFRAX (7.44) vs PFSRX (6.94). PFSRX was incepted earlier than RFRAX: PFSRX (17 years) vs RFRAX (19 years). PFSRX (1.81) is less costly to investors than RFRAX (1.03). PFSRX is a more actively managed with annual turnover of: 93.00 vs. RFRAX (80.00). RFRAX has a lower initial minimum investment than PFSRX: RFRAX (2000) vs PFSRX (2500). RFRAX IRA initial investment is lower compared to PFSRX: RFRAX (5000) vs PFSRX (100). RFRAX annual gain was more profitable for investors over the last year : 6.52 vs. PFSRX (5.18). RFRAX return over 5 years is better than : 33.84 vs. PFSRX (30.56).
| PFSRX | RFRAX | PFSRX / RFRAX | |
| Total Expense Ratio | 1.68 | 1.01 | 166% |
| Annual Report Gross Expense Ratio | 1.81 | 1.03 | 176% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 1.295 | 2.062 | 63% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | 100 | 5000 | 2% |
| Net Assets | 184M | 747M | 25% |
| Annual Yield % from dividends | 6.94 | 7.44 | 93% |
| Returns for 1 year | 5.18 | 6.52 | 79% |
| Returns for 3 years | 21.41 | 23.21 | 92% |
| Returns for 5 years | 30.56 | 33.84 | 90% |
| Returns for 10 years | 37.26 | 50.05 | 74% |
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