Interact to see
Advertisement
Advertisement
RPTIX vs SFMRX
RPTIX vs SFMRX Comparison
Open Charts RPTIX vs SFMRX
RPTIX vs SFMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RPTIX vs. SFMRX commentary
Jul 14, 2026
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 RPTIX is a Hold and SFMRX is a Buy.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 22.6B vs. SFMRX (763M). RPTIX pays higher dividends than SFMRX: RPTIX (0.11) vs SFMRX (0.00). RPTIX was incepted earlier than SFMRX: RPTIX (11 years) vs SFMRX (8 years). SFMRX (0.91) is less costly to investors than RPTIX (0.63). SFMRX is a more actively managed with annual turnover of: 51.00 vs. RPTIX (31.50). SFMRX has a lower initial minimum investment than RPTIX: SFMRX (0) vs RPTIX (500000). RPTIX annual gain was more profitable for investors over the last year : -0.27 vs. SFMRX (-7.52). SFMRX return over 5 years is better than : -4.60 vs. RPTIX (-17.78).
| RPTIX | SFMRX | RPTIX / SFMRX | |
| Total Expense Ratio | 0.63 | 0.88 | 72% |
| Annual Report Gross Expense Ratio | 0.63 | 0.91 | 69% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 3.853 | 10.605 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 763M | 2,962% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | -0.27 | -7.52 | 4% |
| Returns for 3 years | -0.33 | 15.78 | -2% |
| Returns for 5 years | -17.78 | -4.60 | 387% |
| Returns for 10 years | 33.17 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers