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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 03, 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 StrongBuy and RERCX is a Hold.
FUNDAMENTALS
Fundamentals
RERCX has more cash in the bank: 137B vs. AIVBX (2.62B). 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: 35.00 vs. AIVBX (32.00). AIVBX (250) and RERCX (250) have matching initial minimum investment requirements. RERCX annual gain was more profitable for investors over the last year : 14.14 vs. AIVBX (11.08). AIVBX return over 5 years is better than : 27.24 vs. RERCX (-3.51).
| 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 | 5.077 | 11.446 | 44% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.62B | 137B | 2% |
| Annual Yield % from dividends | 1.11 | 2.37 | 47% |
| Returns for 1 year | 11.08 | 14.14 | 78% |
| Returns for 3 years | 38.47 | 30.44 | 126% |
| Returns for 5 years | 27.24 | -3.51 | -776% |
| Returns for 10 years | N/A | 56.24 | - |
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