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RRTAX vs RRTLX
RRTAX vs RRTLX Comparison Chart in %
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RRTAX vs. RRTLX commentary
Jul 05, 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 RRTAX is a Hold and RRTLX is a Hold.
FUNDAMENTALS
Fundamentals
RRTAX has more cash in the bank: 3.39B vs. RRTLX (1.2B). RRTLX (2.41) and RRTAX (2.39) have matching dividends . RRTAX was incepted earlier than RRTLX: RRTAX (22 years) vs RRTLX (18 years). RRTAX (0.99) and RRTLX (0.99) have similar cost to investors . RRTLX (29.60) and RRTAX (28.70) have comparable annual turnover. RRTAX (2500) and RRTLX (2500) have matching initial minimum investment requirements. RRTLX (7.27) and RRTAX (7.21) have marching annual gain over last year. RRTLX return over 5 years is better than : 1.59 vs. RRTAX (-2.74).
| RRTAX | RRTLX | RRTAX / RRTLX | |
| Total Expense Ratio | 0.99 | 0.99 | 100% |
| Annual Report Gross Expense Ratio | 0.99 | 0.99 | 100% |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 5.902 | 5.653 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.39B | 1.2B | 282% |
| Annual Yield % from dividends | 2.39 | 2.41 | 99% |
| Returns for 1 year | 7.21 | 7.27 | 99% |
| Returns for 3 years | 13.25 | 14.26 | 93% |
| Returns for 5 years | -2.74 | 1.59 | -173% |
| Returns for 10 years | 4.33 | 13.76 | 31% |
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