AIERX
Price
$22.74
Change
+$0.24 (+1.07%)
Updated
Aug 21 closing price
Net Assets
1.9B
RERCX
Price
$62.88
Change
+$0.72 (+1.16%)
Updated
Aug 21 closing price
Net Assets
137.41B
Interact to see
Advertisement

AIERX vs RERCX

AIERX vs RERCX Comparison Chart in %
View a ticker or compare two or three
VS
AIERX vs. RERCX commentary
Aug 23, 2026

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 AIERX is a Buy and RERCX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RERCX has more cash in the bank: 137B vs. AIERX (1.9B). RERCX pays higher dividends than AIERX: RERCX (2.45) vs AIERX (1.58). AIERX was incepted earlier than RERCX: AIERX (24 years) vs RERCX (24 years). AIERX (1.52) is less costly to investors than RERCX (1.12). AIERX (50.00) and RERCX (50.00) have comparable annual turnover. RERCX has a lower initial minimum investment than AIERX: RERCX (250) vs AIERX (1000). RERCX annual gain was more profitable for investors over the last year : 7.82 vs. AIERX (0.66). RERCX return over 5 years is better than : -1.11 vs. AIERX (-26.47).
AIERXRERCXAIERX / RERCX
Total Expense Ratio1.521.12136%
Annual Report Gross Expense Ratio1.521.12136%
Fund Existence24 years24 years-
Gain YTD12.0757.579159%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets1.9B137B1%
Annual Yield % from dividends1.582.4564%
Returns for 1 year0.667.828%
Returns for 3 years15.4728.1855%
Returns for 5 years-26.47-1.112,379%
Returns for 10 years-20.8344.04-47%
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 %
ADECX21.550.14
+0.65%
Columbia Intrinsic Value C
ADGGX24.750.15
+0.61%
American Century Disciplined Growth R5
MFELX113.480.64
+0.57%
MFS Growth R1
BAUUX32.280.16
+0.50%
Brown Advisory Small-Cap Fdmtl Val Instl
APDDX21.310.10
+0.47%
Artisan Global Discovery Advisor