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RBEKX vs RBKTX
RBEKX vs RBKTX Comparison Chart
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RBEKX vs. RBKTX 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 RBEKX is a Hold and RBKTX is a Hold.
FUNDAMENTALS
Fundamentals
RBEKX (45.4B) and RBKTX (45.4B) have equal amount of cash in the bank . RBEKX pays higher dividends than RBKTX: RBEKX (0.86) vs RBKTX (0.58). RBEKX was incepted earlier than RBKTX: RBEKX (11 years) vs RBKTX (18 years). RBKTX (1.45) is less costly to investors than RBEKX (1.16). RBEKX (6.00) and RBKTX (6.00) have comparable annual turnover. RBEKX (250) and RBKTX (250) have matching initial minimum investment requirements. RBEKX annual gain was more profitable for investors over the last year : 7.26 vs. RBKTX (6.87). RBEKX (43.37) and RBKTX (41.68) have equivalent 5 years return.
| RBEKX | RBKTX | RBEKX / RBKTX | |
| Total Expense Ratio | 1.16 | 1.45 | 80% |
| Annual Report Gross Expense Ratio | 1.16 | 1.45 | 80% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 3.648 | 3.528 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.4B | 45.4B | 100% |
| Annual Yield % from dividends | 0.86 | 0.58 | 148% |
| Returns for 1 year | 7.26 | 6.87 | 106% |
| Returns for 3 years | 24.44 | 23.63 | 103% |
| Returns for 5 years | 43.37 | 41.68 | 104% |
| Returns for 10 years | 56.01 | 55.53 | 101% |
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