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RBEAX vs RDATX
RBEAX vs RDATX Comparison Chart
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RBEAX vs. RDATX commentary
May 24, 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 RDATX is a Hold.
FUNDAMENTALS
Fundamentals
RBEAX (3.84B) and RDATX (3.84B) have equal amount of cash in the bank . RDATX pays higher dividends than RBEAX: RDATX (2.83) vs RBEAX (2.49). RBEAX was incepted earlier than RDATX: RBEAX (11 years) vs RDATX (18 years). RBEAX (1.09) is less costly to investors than RDATX (0.63). RBEAX (8.00) and RDATX (8.00) have comparable annual turnover. RBEAX (250) and RDATX (250) have matching initial minimum investment requirements. RDATX annual gain was more profitable for investors over the last year : 6.91 vs. RBEAX (6.52). RDATX return over 5 years is better than : 21.97 vs. RBEAX (19.57).
| RBEAX | RDATX | RBEAX / RDATX | |
| Total Expense Ratio | 1.09 | 0.63 | 173% |
| Annual Report Gross Expense Ratio | 1.09 | 0.63 | 173% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 3.509 | 3.624 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.84B | 3.84B | 100% |
| Annual Yield % from dividends | 2.49 | 2.83 | 88% |
| Returns for 1 year | 6.52 | 6.91 | 94% |
| Returns for 3 years | 11.23 | 12.46 | 90% |
| Returns for 5 years | 19.57 | 21.97 | 89% |
| Returns for 10 years | 25.08 | 29.74 | 84% |
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