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REFTX vs RFFTX
REFTX vs RFFTX Comparison Chart
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REFTX vs. RFFTX 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 REFTX is a Hold and RFFTX is a Hold.
FUNDAMENTALS
Fundamentals
REFTX (49.5B) and RFFTX (49.5B) have equal amount of cash in the bank . RFFTX (1.97) and REFTX (1.92) have matching dividends . REFTX was incepted earlier than RFFTX: REFTX (18 years) vs RFFTX (16 years). REFTX (0.39) is less costly to investors than RFFTX (0.34). REFTX (7.00) and RFFTX (7.00) have comparable annual turnover. REFTX (250) and RFFTX (250) have matching initial minimum investment requirements. RFFTX (7.70) and REFTX (7.66) have marching annual gain over last year. RFFTX (40.82) and REFTX (40.69) have equivalent 5 years return.
| REFTX | RFFTX | REFTX / RFFTX | |
| Total Expense Ratio | 0.39 | 0.34 | 115% |
| Annual Report Gross Expense Ratio | 0.39 | 0.34 | 115% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 3.657 | 3.676 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.5B | 49.5B | 100% |
| Annual Yield % from dividends | 1.92 | 1.97 | 97% |
| Returns for 1 year | 7.66 | 7.70 | 100% |
| Returns for 3 years | 23.20 | 23.24 | 100% |
| Returns for 5 years | 40.69 | 40.82 | 100% |
| Returns for 10 years | 56.59 | 56.70 | 100% |
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