Ad is loading...
RTEAX vs USATX
RTEAX vs USATX Comparison
Open Charts RTEAX vs USATX
Russell Inv Tax-Exempt Bond A
Price$21.48
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets5.77B
Victory Tax Exempt Intermediate-Term
Price$12.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.93B
RTEAX vs USATX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RTEAX vs. USATX commentary
Apr 18, 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 RTEAX is a Hold and USATX is a Hold.
FUNDAMENTALS
Fundamentals
RTEAX has more cash in the bank: 5.77B vs. USATX (2.93B). USATX (3.38) and RTEAX (3.25) have matching dividends . RTEAX was incepted earlier than USATX: RTEAX (15 years) vs USATX (43 years). RTEAX (0.82) is less costly to investors than USATX (0.50). RTEAX is a more actively managed with annual turnover of: 39.00 vs. USATX (8.00). RTEAX has a lower initial minimum investment than USATX: RTEAX (0) vs USATX (3000). USATX annual gain was more profitable for investors over the last year : 1.67 vs. RTEAX (1.12). USATX return over 5 years is better than : 6.73 vs. RTEAX (-0.76).
| RTEAX | USATX | RTEAX / USATX | |
| Total Expense Ratio | 0.80 | 0.49 | 163% |
| Annual Report Gross Expense Ratio | 0.82 | 0.50 | 164% |
| Fund Existence | 15 years | 43 years | - |
| Gain YTD | -0.968 | -1.074 | 90% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.77B | 2.93B | 197% |
| Annual Yield % from dividends | 3.25 | 3.38 | 96% |
| Returns for 1 year | 1.12 | 1.67 | 67% |
| Returns for 3 years | 3.30 | 5.64 | 58% |
| Returns for 5 years | -0.76 | 6.73 | -11% |
| Returns for 10 years | -1.00 | 8.68 | -11% |
View a ticker or compare two or three
VS
VS
Ad is loading...