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AIEVX vs RERCX
AIEVX vs RERCX Comparison
Open Charts AIEVX vs RERCX
Invesco EQV International Equity R5
Price$23.51
Change-$0.12 (-0.51%)
VolumeN/A
Net Assets2.54B
American Funds Europacific Growth R3
Price$55.61
Change-$0.52 (-0.93%)
VolumeN/A
Net Assets131.04B
AIEVX vs RERCX Comparison Chart
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AIEVX vs. RERCX commentary
Feb 23, 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 Buy and RERCX is a Hold.
FUNDAMENTALS
Fundamentals
RERCX has more cash in the bank: 131B vs. AIEVX (2.54B). RERCX pays higher dividends than AIEVX: RERCX (1.29) vs AIEVX (0.91). AIEVX was incepted earlier than RERCX: AIEVX (23 years) vs RERCX (23 years). RERCX is a more actively managed with annual turnover of: 34.00 vs. AIEVX (32.00). RERCX has a lower initial minimum investment than AIEVX: RERCX (250) vs AIEVX (1000000). RERCX annual gain was more profitable for investors over the last year : 1.19 vs. AIEVX (-0.61). RERCX return over 5 years is better than : 6.74 vs. AIEVX (-21.93).
| AIEVX | RERCX | AIEVX / RERCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 6.670 | 6.614 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.54B | 131B | 2% |
| Annual Yield % from dividends | 0.91 | 1.29 | 71% |
| Returns for 1 year | -0.61 | 1.19 | -52% |
| Returns for 3 years | -5.99 | 0.97 | -618% |
| Returns for 5 years | -21.93 | 6.74 | -325% |
| Returns for 10 years | -21.98 | 18.89 | -116% |
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