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REFTX vs RRTPX
REFTX vs RRTPX Comparison Chart
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REFTX vs. RRTPX 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 REFTX is a Hold and RRTPX is a Hold.
FUNDAMENTALS
Fundamentals
REFTX has more cash in the bank: 48B vs. RRTPX (21.9B). REFTX pays higher dividends than RRTPX: REFTX (1.93) vs RRTPX (1.33). REFTX was incepted earlier than RRTPX: REFTX (18 years) vs RRTPX (18 years). RRTPX (1.09) is less costly to investors than REFTX (0.39). REFTX has a lower initial minimum investment than RRTPX: REFTX (250) vs RRTPX (2500). REFTX annual gain was more profitable for investors over the last year : 6.99 vs. RRTPX (6.51). REFTX return over 5 years is better than : 41.24 vs. RRTPX (30.67).
| REFTX | RRTPX | REFTX / RRTPX | |
| Total Expense Ratio | 0.39 | 1.09 | 36% |
| Annual Report Gross Expense Ratio | 0.39 | 1.09 | 36% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 0.157 | -0.487 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48B | 21.9B | 219% |
| Annual Yield % from dividends | 1.93 | 1.33 | 145% |
| Returns for 1 year | 6.99 | 6.51 | 107% |
| Returns for 3 years | 15.66 | 8.74 | 179% |
| Returns for 5 years | 41.24 | 30.67 | 134% |
| Returns for 10 years | 50.51 | 26.96 | 187% |
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