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RERFX vs SIFZX
RERFX vs SIFZX Comparison
Open Charts RERFX vs SIFZX
American Funds EUPAC R5
Price$61.53
Change-$0.33 (-0.53%)
VolumeN/A
Net Assets135.06B
Saturna International Z
Price$25.64
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets75.79M
RERFX vs SIFZX Comparison Chart in %
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RERFX vs. SIFZX commentary
Jul 27, 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 RERFX is a Hold and SIFZX is a Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 135B vs. SIFZX (75.8M). RERFX pays higher dividends than SIFZX: RERFX (0.90) vs SIFZX (0.08). RERFX was incepted earlier than SIFZX: RERFX (23 years) vs SIFZX (8 years). SIFZX (0.73) is less costly to investors than RERFX (0.52). RERFX is a more actively managed with annual turnover of: 35.00 vs. SIFZX (19.00). RERFX has a lower initial minimum investment than SIFZX: RERFX (250) vs SIFZX (1000). SIFZX annual gain was more profitable for investors over the last year : 13.30 vs. RERFX (10.14). SIFZX return over 5 years is better than : 48.26 vs. RERFX (16.16).
| RERFX | SIFZX | RERFX / SIFZX | |
| Total Expense Ratio | 0.52 | 0.73 | 71% |
| Annual Report Gross Expense Ratio | 0.52 | 0.73 | 71% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 14.666 | 16.123 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 75.8M | 178,100% |
| Annual Yield % from dividends | 0.90 | 0.08 | 1,146% |
| Returns for 1 year | 10.14 | 13.30 | 76% |
| Returns for 3 years | 30.95 | 47.38 | 65% |
| Returns for 5 years | 16.16 | 48.26 | 33% |
| Returns for 10 years | 30.30 | N/A | - |
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