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RYCDX vs SOPIX
RYCDX vs SOPIX Comparison Chart
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RYCDX vs. SOPIX commentary
May 13, 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: 145M vs. SOPIX (1.48M). SOPIX pays higher dividends than RYCDX: SOPIX (9.88) vs RYCDX (6.95). 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 : -8.07 vs. RYCDX (-29.86). SOPIX return over 5 years is better than : -60.16 vs. RYCDX (-90.15).
| 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 | 0.443 | 3.333 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | 1000 | 15000 | 7% |
| Net Assets | 145M | 1.48M | 9,811% |
| Annual Yield % from dividends | 6.95 | 9.88 | 70% |
| Returns for 1 year | -29.86 | -8.07 | 370% |
| Returns for 3 years | -73.28 | -36.72 | 200% |
| Returns for 5 years | -90.15 | -60.16 | 150% |
| Returns for 10 years | -98.91 | -85.50 | 116% |