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PRTYX vs RBENX
PRTYX vs RBENX Comparison Chart
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PRTYX vs. RBENX commentary
May 12, 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 PRTYX is a Hold and RBENX is a Hold.
FUNDAMENTALS
Fundamentals
RBENX has more cash in the bank: 15.4B vs. PRTYX (58.7M). PRTYX pays higher dividends than RBENX: PRTYX (1.13) vs RBENX (0.46). PRTYX was incepted earlier than RBENX: PRTYX (9 years) vs RBENX (10 years). PRTYX (1.68) is less costly to investors than RBENX (1.18). PRTYX is a more actively managed with annual turnover of: 29.00 vs. RBENX (5.00). PRTYX has a lower initial minimum investment than RBENX: PRTYX (0) vs RBENX (250). RBENX annual gain was more profitable for investors over the last year : 5.65 vs. PRTYX (3.87). PRTYX return over 5 years is better than : 55.04 vs. RBENX (45.29).
| PRTYX | RBENX | PRTYX / RBENX | |
| Total Expense Ratio | 0.60 | 1.18 | 51% |
| Annual Report Gross Expense Ratio | 1.68 | 1.18 | 142% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | -1.573 | 0.570 | -276% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.7M | 15.4B | 0% |
| Annual Yield % from dividends | 1.13 | 0.46 | 246% |
| Returns for 1 year | 3.87 | 5.65 | 69% |
| Returns for 3 years | 33.17 | 25.84 | 128% |
| Returns for 5 years | 55.04 | 45.29 | 122% |
| Returns for 10 years | N/A | 75.08 | - |
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