RERFX
Price
$61.53
Change
-$0.33 (-0.53%)
Updated
Jul 25 closing price
Net Assets
135.06B
SIFZX
Price
$25.64
Change
+$0.07 (+0.27%)
Updated
Jul 25 closing price
Net Assets
75.79M
Interact to see
Advertisement

RERFX vs SIFZX

Header iconRERFX vs SIFZX Comparison
Open Charts RERFX vs SIFZXBanner chart's image
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 %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
RERFXSIFZXRERFX / SIFZX
Total Expense Ratio0.520.7371%
Annual Report Gross Expense Ratio0.520.7371%
Fund Existence23 years8 years-
Gain YTD14.66616.12391%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets135B75.8M178,100%
Annual Yield % from dividends0.900.081,146%
Returns for 1 year10.1413.3076%
Returns for 3 years30.9547.3865%
Returns for 5 years16.1648.2633%
Returns for 10 years30.30N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TEEFX82.780.37
+0.45%
T. Rowe Price Tax-Efficient Equity I
MSQLX11.57N/A
N/A
Morgan Stanley Inst International Eq L
GMAOX11.63N/A
N/A
GMO Quality Cyclicals I
PRPHX66.26-0.05
-0.08%
Permanent Portfolio Permanent C
AMIDX13.80-0.05
-0.36%
Amana Developing World Institutional