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RBEAX vs RCATX
RBEAX vs RCATX Comparison Chart
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RBEAX vs. RCATX commentary
May 03, 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 RBEAX is a Hold and RCATX is a Hold.
FUNDAMENTALS
Fundamentals
RBEAX (3.8B) and RCATX (3.8B) have equal amount of cash in the bank . RCATX (2.57) and RBEAX (2.49) have matching dividends . RBEAX was incepted earlier than RCATX: RBEAX (11 years) vs RCATX (18 years). RBEAX (1.09) is less costly to investors than RCATX (0.93). RBEAX (8.00) and RCATX (8.00) have comparable annual turnover. RBEAX (250) and RCATX (250) have matching initial minimum investment requirements. RCATX (7.81) and RBEAX (7.59) have marching annual gain over last year. RCATX (21.42) and RBEAX (20.54) have equivalent 5 years return.
| RBEAX | RCATX | RBEAX / RCATX | |
| Total Expense Ratio | 1.09 | 0.93 | 117% |
| Annual Report Gross Expense Ratio | 1.09 | 0.93 | 117% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 2.982 | 3.036 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 3.8B | 100% |
| Annual Yield % from dividends | 2.49 | 2.57 | 97% |
| Returns for 1 year | 7.59 | 7.81 | 97% |
| Returns for 3 years | 10.27 | 10.63 | 97% |
| Returns for 5 years | 20.54 | 21.42 | 96% |
| Returns for 10 years | 24.68 | 27.00 | 91% |