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PHPDX vs RFITX
PHPDX vs RFITX Comparison Chart
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PHPDX vs. RFITX commentary
Apr 30, 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: 33.8B vs. PHPDX (22.3M). PHPDX pays higher dividends than RFITX: PHPDX (4.73) vs RFITX (1.36). 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). PHPDX annual gain was more profitable for investors over the last year : 8.45 vs. RFITX (6.50).
| 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 | -1.597 | -0.766 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3M | 33.8B | 0% |
| Annual Yield % from dividends | 4.73 | 1.36 | 349% |
| Returns for 1 year | 8.45 | 6.50 | 130% |
| Returns for 3 years | 19.25 | 19.03 | 101% |
| Returns for 5 years | N/A | 45.51 | - |
| Returns for 10 years | N/A | 62.01 | - |
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