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RTEHX vs WHIAX
RTEHX vs WHIAX Comparison
Open Charts RTEHX vs WHIAX
RTEHX vs WHIAX Comparison Chart in %
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RTEHX vs. WHIAX commentary
Aug 03, 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 Hold and WHIAX is a Buy.
FUNDAMENTALS
Fundamentals
RTEHX has more cash in the bank: 28.6B vs. WHIAX (1.6B). WHIAX pays higher dividends than RTEHX: WHIAX (6.50) vs RTEHX (5.94). RTEHX was incepted earlier than WHIAX: RTEHX (12 years) vs WHIAX (26 years). RTEHX (1.16) is less costly to investors than WHIAX (0.96). RTEHX is a more actively managed with annual turnover of: 40.00 vs. WHIAX (34.00). RTEHX has a lower initial minimum investment than WHIAX: RTEHX (250) vs WHIAX (1000). RTEHX annual gain was more profitable for investors over the last year : 4.63 vs. WHIAX (1.50). RTEHX return over 5 years is better than : 21.88 vs. WHIAX (11.92).
| RTEHX | WHIAX | RTEHX / WHIAX | |
| Total Expense Ratio | 1.16 | 0.88 | 132% |
| Annual Report Gross Expense Ratio | 1.16 | 0.96 | 121% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 1.292 | -1.116 | -116% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.6B | 1.6B | 1,784% |
| Annual Yield % from dividends | 5.94 | 6.50 | 91% |
| Returns for 1 year | 4.63 | 1.50 | 309% |
| Returns for 3 years | 26.29 | 17.08 | 154% |
| Returns for 5 years | 21.88 | 11.92 | 183% |
| Returns for 10 years | 67.28 | 54.28 | 124% |
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