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ARHEX vs RFVTX
ARHEX vs RFVTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RFVTX has more cash in the bank: 5.12B vs. ARHEX (144M). RFVTX pays higher dividends than ARHEX: RFVTX (1.00) vs ARHEX (0.88). ARHEX was incepted earlier than RFVTX: ARHEX (5 years) vs RFVTX (5 years). ARHEX (1.95) is less costly to investors than RFVTX (0.39). ARHEX is a more actively managed with annual turnover of: 8.00 vs. RFVTX (4.00). RFVTX has a lower initial minimum investment than ARHEX: RFVTX (250) vs ARHEX (2500). RFVTX annual gain was more profitable for investors over the last year : 14.11 vs. ARHEX (9.60).
| ARHEX | RFVTX | ARHEX / RFVTX | |
| Total Expense Ratio | 1.89 | 0.39 | 485% |
| Annual Report Gross Expense Ratio | 1.95 | 0.39 | 500% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 6.842 | 10.292 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 5.12B | 3% |
| Annual Yield % from dividends | 0.88 | 1.00 | 88% |
| Returns for 1 year | 9.60 | 14.11 | 68% |
| Returns for 3 years | 28.02 | 43.04 | 65% |
| Returns for 5 years | N/A | 59.66 | - |
| Returns for 10 years | N/A | N/A | - |
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