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PHPDX vs RFITX
PHPDX vs RFITX Comparison Chart in %
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PHPDX vs. RFITX commentary
Jul 16, 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 PHPDX is a Hold and RFITX is a Hold.
FUNDAMENTALS
Fundamentals
RFITX has more cash in the bank: 37.8B vs. PHPDX (25.3M). PHPDX pays higher dividends than RFITX: PHPDX (4.31) vs RFITX (1.21). PHPDX was incepted earlier than RFITX: PHPDX (5 years) vs RFITX (16 years). PHPDX (2.38) is less costly to investors than RFITX (0.37). PHPDX is a more actively managed with annual turnover of: 21.00 vs. RFITX (5.00). PHPDX has a lower initial minimum investment than RFITX: PHPDX (0) vs RFITX (250). RFITX annual gain was more profitable for investors over the last year : 11.73 vs. PHPDX (10.32).
| PHPDX | RFITX | PHPDX / RFITX | |
| Total Expense Ratio | 0.55 | 0.37 | 149% |
| Annual Report Gross Expense Ratio | 2.38 | 0.37 | 643% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 8.607 | 11.340 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.3M | 37.8B | 0% |
| Annual Yield % from dividends | 4.31 | 1.21 | 356% |
| Returns for 1 year | 10.32 | 11.73 | 88% |
| Returns for 3 years | 41.52 | 43.30 | 96% |
| Returns for 5 years | N/A | 45.42 | - |
| Returns for 10 years | N/A | 80.82 | - |
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