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AIVBX vs RERCX
AIVBX vs RERCX Comparison
Open Charts AIVBX vs RERCX
AIVBX vs RERCX Comparison Chart in %
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AIVBX vs. RERCX commentary
Jun 24, 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 AIVBX is a Hold and RERCX is a Hold.
FUNDAMENTALS
Fundamentals
RERCX has more cash in the bank: 143B vs. AIVBX (2.67B). RERCX pays higher dividends than AIVBX: RERCX (2.37) vs AIVBX (1.11). AIVBX was incepted earlier than RERCX: AIVBX (7 years) vs RERCX (24 years). RERCX (1.12) is less costly to investors than AIVBX (0.98). RERCX is a more actively managed with annual turnover of: 50.00 vs. AIVBX (32.00). AIVBX (250) and RERCX (250) have matching initial minimum investment requirements. AIVBX annual gain was more profitable for investors over the last year : 15.63 vs. RERCX (13.33). AIVBX return over 5 years is better than : 30.07 vs. RERCX (-3.91).
| AIVBX | RERCX | AIVBX / RERCX | |
| Total Expense Ratio | 0.97 | 1.12 | 87% |
| Annual Report Gross Expense Ratio | 0.98 | 1.12 | 87% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 7.168 | 6.672 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.67B | 143B | 2% |
| Annual Yield % from dividends | 1.11 | 2.37 | 47% |
| Returns for 1 year | 15.63 | 13.33 | 117% |
| Returns for 3 years | 41.68 | 25.06 | 166% |
| Returns for 5 years | 30.07 | -3.91 | -770% |
| Returns for 10 years | N/A | 58.14 | - |
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