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RTEHX vs SPHIX
RTEHX vs SPHIX Comparison
Open Charts RTEHX vs SPHIX
RTEHX vs SPHIX Comparison Chart in %
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RTEHX vs. SPHIX commentary
Jun 28, 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 RTEHX is a Buy and SPHIX is a Hold.
FUNDAMENTALS
Fundamentals
RTEHX has more cash in the bank: 28.5B vs. SPHIX (3.03B). SPHIX pays higher dividends than RTEHX: SPHIX (6.39) vs RTEHX (5.85). RTEHX was incepted earlier than SPHIX: RTEHX (12 years) vs SPHIX (36 years). RTEHX (1.16) is less costly to investors than SPHIX (0.80). SPHIX is a more actively managed with annual turnover of: 70.00 vs. RTEHX (40.00). SPHIX has a lower initial minimum investment than RTEHX: SPHIX (0) vs RTEHX (250). SPHIX annual gain was more profitable for investors over the last year : 8.69 vs. RTEHX (6.14). SPHIX (23.25) and RTEHX (22.80) have equivalent 5 years return.
| RTEHX | SPHIX | RTEHX / SPHIX | |
| Total Expense Ratio | 1.16 | 0.80 | 145% |
| Annual Report Gross Expense Ratio | 1.16 | 0.80 | 145% |
| Fund Existence | 12 years | 36 years | - |
| Gain YTD | 1.393 | 3.085 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.5B | 3.03B | 941% |
| Annual Yield % from dividends | 5.85 | 6.39 | 91% |
| Returns for 1 year | 6.14 | 8.69 | 71% |
| Returns for 3 years | 29.28 | 32.90 | 89% |
| Returns for 5 years | 22.80 | 23.25 | 98% |
| Returns for 10 years | 73.00 | 71.02 | 103% |
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