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RYCDX vs SOPIX
RYCDX vs SOPIX Comparison Chart in %
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RYCDX vs. SOPIX commentary
Jun 25, 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 RYCDX is a Hold and SOPIX is a Hold.
FUNDAMENTALS
Fundamentals
RYCDX has more cash in the bank: 13.7M vs. SOPIX (2.72M). SOPIX pays higher dividends than RYCDX: SOPIX (10.76) vs RYCDX (8.30). RYCDX was incepted earlier than SOPIX: RYCDX (24 years) vs SOPIX (23 years). SOPIX (2.92) is less costly to investors than RYCDX (2.58). RYCDX has a lower initial minimum investment than SOPIX: RYCDX (2500) vs SOPIX (15000). SOPIX IRA initial investment is lower compared to RYCDX: SOPIX (15000) vs RYCDX (1000). SOPIX annual gain was more profitable for investors over the last year : -7.64 vs. RYCDX (-29.40). SOPIX return over 5 years is better than : -59.18 vs. RYCDX (-89.79).
| RYCDX | SOPIX | RYCDX / SOPIX | |
| Total Expense Ratio | 2.50 | 1.78 | 140% |
| Annual Report Gross Expense Ratio | 2.58 | 2.92 | 88% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -13.748 | -3.815 | 360% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | 1000 | 15000 | 7% |
| Net Assets | 13.7M | 2.72M | 503% |
| Annual Yield % from dividends | 8.30 | 10.76 | 77% |
| Returns for 1 year | -29.40 | -7.64 | 385% |
| Returns for 3 years | -76.60 | -40.91 | 187% |
| Returns for 5 years | -89.79 | -59.18 | 152% |
| Returns for 10 years | -99.02 | -86.23 | 115% |
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