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RPTIX vs SFMRX
RPTIX vs SFMRX Comparison
Open Charts RPTIX vs SFMRX
RPTIX vs SFMRX Comparison Chart in %
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RPTIX vs. SFMRX commentary
Jun 24, 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 Buy and SFMRX is a Hold.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 22.5B vs. SFMRX (746M). RPTIX pays higher dividends than SFMRX: RPTIX (0.11) vs SFMRX (0.00). RPTIX was incepted earlier than SFMRX: RPTIX (11 years) vs SFMRX (7 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 : 0.58 vs. SFMRX (-4.61). SFMRX return over 5 years is better than : -3.63 vs. RPTIX (-18.96).
| 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 | 7 years | - |
| Gain YTD | 1.814 | 10.951 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 746M | 3,016% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | 0.58 | -4.61 | -13% |
| Returns for 3 years | 2.49 | 22.14 | 11% |
| Returns for 5 years | -18.96 | -3.63 | 522% |
| Returns for 10 years | 38.10 | N/A | - |
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