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NSFHX vs RBKTX
NSFHX vs RBKTX Comparison Chart
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NSFHX vs. RBKTX commentary
Jun 15, 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 NSFHX is a Buy and RBKTX is a Hold.
FUNDAMENTALS
Fundamentals
RBKTX has more cash in the bank: 47.1B vs. NSFHX (22.5M). NSFHX pays higher dividends than RBKTX: NSFHX (1.64) vs RBKTX (0.55). NSFHX was incepted earlier than RBKTX: NSFHX (8 years) vs RBKTX (18 years). NSFHX (1.50) and RBKTX (1.45) have similar cost to investors . NSFHX is a more actively managed with annual turnover of: 24.00 vs. RBKTX (6.00). RBKTX has a lower initial minimum investment than NSFHX: RBKTX (250) vs NSFHX (1000000). RBKTX annual gain was more profitable for investors over the last year : 8.94 vs. NSFHX (4.63). RBKTX return over 5 years is better than : 40.69 vs. NSFHX (25.09).
| NSFHX | RBKTX | NSFHX / RBKTX | |
| Total Expense Ratio | 0.54 | 1.45 | 37% |
| Annual Report Gross Expense Ratio | 1.50 | 1.45 | 103% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 2.424 | 6.300 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5M | 47.1B | 0% |
| Annual Yield % from dividends | 1.64 | 0.55 | 295% |
| Returns for 1 year | 4.63 | 8.94 | 52% |
| Returns for 3 years | 33.01 | 34.53 | 96% |
| Returns for 5 years | 25.09 | 40.69 | 62% |
| Returns for 10 years | N/A | 62.12 | - |
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