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RPTIX vs TRUZX
RPTIX vs TRUZX Comparison
Open Charts RPTIX vs TRUZX
RPTIX vs TRUZX Comparison Chart in %
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RPTIX vs. TRUZX 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 TRUZX is a Buy.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 22.6B vs. TRUZX (14.2B). RPTIX pays higher dividends than TRUZX: RPTIX (0.11) vs TRUZX (0.00). RPTIX was incepted earlier than TRUZX: RPTIX (11 years) vs TRUZX (6 years). TRUZX (0.64) and RPTIX (0.63) have similar cost to investors . TRUZX is a more actively managed with annual turnover of: 92.80 vs. RPTIX (31.50). TRUZX has a lower initial minimum investment than RPTIX: TRUZX (0) vs RPTIX (500000). TRUZX annual gain was more profitable for investors over the last year : 12.36 vs. RPTIX (-0.27). RPTIX return over 5 years is better than : -17.78 vs. TRUZX (-30.80).
| RPTIX | TRUZX | RPTIX / TRUZX | |
| Total Expense Ratio | 0.63 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.63 | 0.64 | 98% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 3.853 | 15.661 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 14.2B | 159% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | -0.27 | 12.36 | -2% |
| Returns for 3 years | -0.33 | 11.51 | -3% |
| Returns for 5 years | -17.78 | -30.80 | 58% |
| Returns for 10 years | 33.17 | N/A | - |
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