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AIEVX vs RERCX
AIEVX vs RERCX Comparison
Open Charts AIEVX vs RERCX
Invesco EQV International Equity R5
Price$20.72
Change-$1.23 (-5.60%)
VolumeN/A
Net Assets2.38B
American Funds Europacific Growth R3
Price$49.26
Change-$3.21 (-6.12%)
VolumeN/A
Net Assets114.24B
AIEVX vs RERCX Comparison Chart
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AIEVX vs. RERCX commentary
Apr 06, 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 AIEVX is a Hold and RERCX is a Hold.
FUNDAMENTALS
Fundamentals
RERCX has more cash in the bank: 114B vs. AIEVX (2.38B). AIEVX pays higher dividends than RERCX: AIEVX (2.88) vs RERCX (0.85). AIEVX was incepted earlier than RERCX: AIEVX (23 years) vs RERCX (23 years). RERCX (1.12) is less costly to investors than AIEVX (0.92). RERCX is a more actively managed with annual turnover of: 30.00 vs. AIEVX (28.00). RERCX has a lower initial minimum investment than AIEVX: RERCX (250) vs AIEVX (1000000). AIEVX (-12.19) and RERCX (-12.19) have marching annual gain over last year. RERCX return over 5 years is better than : 26.46 vs. AIEVX (-10.65).
| AIEVX | RERCX | AIEVX / RERCX | |
| Total Expense Ratio | 0.92 | 1.12 | 82% |
| Annual Report Gross Expense Ratio | 0.92 | 1.12 | 82% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -5.989 | -5.560 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 114B | 2% |
| Annual Yield % from dividends | 2.88 | 0.85 | 341% |
| Returns for 1 year | -12.19 | -12.19 | 100% |
| Returns for 3 years | -13.83 | -9.53 | 145% |
| Returns for 5 years | -10.65 | 26.46 | -40% |
| Returns for 10 years | -32.25 | 2.33 | -1,386% |
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