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AIVCX vs RERCX
AIVCX vs RERCX Comparison
Open Charts AIVCX vs RERCX
AIVCX vs RERCX Comparison Chart in %
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AIVCX vs. RERCX commentary
Jun 04, 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 AIVCX is a StrongBuy and RERCX is a Hold.
FUNDAMENTALS
Fundamentals
RERCX has more cash in the bank: 137B vs. AIVCX (2.62B). RERCX pays higher dividends than AIVCX: RERCX (2.37) vs AIVCX (0.66). AIVCX was incepted earlier than RERCX: AIVCX (7 years) vs RERCX (24 years). AIVCX (1.68) is less costly to investors than RERCX (1.12). RERCX is a more actively managed with annual turnover of: 35.00 vs. AIVCX (32.00). AIVCX (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. AIVCX (10.27). AIVCX return over 5 years is better than : 22.81 vs. RERCX (-3.51).
| AIVCX | RERCX | AIVCX / RERCX | |
| Total Expense Ratio | 1.67 | 1.12 | 149% |
| Annual Report Gross Expense Ratio | 1.68 | 1.12 | 150% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 4.771 | 11.446 | 42% |
| Front Load | N/A | 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 | 0.66 | 2.37 | 28% |
| Returns for 1 year | 10.27 | 14.14 | 73% |
| Returns for 3 years | 35.55 | 30.44 | 117% |
| Returns for 5 years | 22.81 | -3.51 | -650% |
| Returns for 10 years | N/A | 56.24 | - |
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