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RPTIX vs WFDAX
RPTIX vs WFDAX Comparison
Open Charts RPTIX vs WFDAX
RPTIX vs WFDAX Comparison Chart in %
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RPTIX vs. WFDAX commentary
Sep 10, 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 WFDAX is a Hold.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 21.6B vs. WFDAX (730M). RPTIX pays higher dividends than WFDAX: RPTIX (0.11) vs WFDAX (0.00). RPTIX was incepted earlier than WFDAX: RPTIX (11 years) vs WFDAX (19 years). WFDAX (1.25) is less costly to investors than RPTIX (0.63). WFDAX is a more actively managed with annual turnover of: 74.00 vs. RPTIX (31.50). WFDAX has a lower initial minimum investment than RPTIX: WFDAX (1000) vs RPTIX (500000). RPTIX annual gain was more profitable for investors over the last year : -3.28 vs. WFDAX (-11.16). RPTIX return over 5 years is better than : -22.42 vs. WFDAX (-51.64).
| RPTIX | WFDAX | RPTIX / WFDAX | |
| Total Expense Ratio | 0.63 | 1.20 | 53% |
| Annual Report Gross Expense Ratio | 0.63 | 1.25 | 50% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 2.449 | 7.706 | 32% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6B | 730M | 2,959% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | -3.28 | -11.16 | 29% |
| Returns for 3 years | 1.33 | 10.12 | 13% |
| Returns for 5 years | -22.42 | -51.64 | 43% |
| Returns for 10 years | 32.70 | -15.78 | -207% |
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