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RBEKX vs RCKTX
RBEKX vs RCKTX Comparison Chart
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RBEKX vs. RCKTX commentary
Apr 28, 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 RCKTX is a Hold.
FUNDAMENTALS
Fundamentals
RBEKX (43.6B) and RCKTX (43.6B) have equal amount of cash in the bank . RCKTX pays higher dividends than RBEKX: RCKTX (0.98) vs RBEKX (0.87). RBEKX was incepted earlier than RCKTX: RBEKX (11 years) vs RCKTX (18 years). RBEKX (1.16) is less costly to investors than RCKTX (1.00). RBEKX (6.00) and RCKTX (6.00) have comparable annual turnover. RBEKX (250) and RCKTX (250) have matching initial minimum investment requirements. RCKTX (6.62) and RBEKX (6.44) have marching annual gain over last year. RCKTX (43.55) and RBEKX (42.65) have equivalent 5 years return.
| RBEKX | RCKTX | RBEKX / RCKTX | |
| Total Expense Ratio | 1.16 | 1.00 | 116% |
| Annual Report Gross Expense Ratio | 1.16 | 1.00 | 116% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | -1.049 | -0.992 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.6B | 43.6B | 100% |
| Annual Yield % from dividends | 0.87 | 0.98 | 88% |
| Returns for 1 year | 6.44 | 6.62 | 97% |
| Returns for 3 years | 15.47 | 15.96 | 97% |
| Returns for 5 years | 42.65 | 43.55 | 98% |
| Returns for 10 years | 49.49 | 52.18 | 95% |
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