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RRTAX vs RRTLX
RRTAX vs RRTLX Comparison Chart in %
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RRTAX vs. RRTLX commentary
Sep 08, 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: 3.4B vs. RRTLX (1.21B). RRTLX (2.36) and RRTAX (2.34) 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 is a more actively managed with annual turnover of: 20.80 vs. RRTAX (16.90). RRTAX (2500) and RRTLX (2500) have matching initial minimum investment requirements. RRTAX (7.45) and RRTLX (7.43) have marching annual gain over last year. RRTLX return over 5 years is better than : -0.23 vs. RRTAX (-4.76).
| 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 | 8.249 | 7.980 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.4B | 1.21B | 281% |
| Annual Yield % from dividends | 2.34 | 2.36 | 99% |
| Returns for 1 year | 7.45 | 7.43 | 100% |
| Returns for 3 years | 16.31 | 17.36 | 94% |
| Returns for 5 years | -4.76 | -0.23 | 2,044% |
| Returns for 10 years | 9.86 | 19.36 | 51% |
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