AIVCX
Price
$20.90
Change
-$0.19 (-0.90%)
Updated
Jul 13 closing price
Net Assets
2.69B
RERCX
Price
$59.74
Change
-$1.00 (-1.65%)
Updated
Jul 13 closing price
Net Assets
140.66B
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AIVCX vs RERCX

AIVCX vs RERCX Comparison Chart in %
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AIVCX vs. RERCX commentary
Jul 14, 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.

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FUNDAMENTALS
Fundamentals
RERCX has more cash in the bank: 141B vs. AIVCX (2.69B). RERCX pays higher dividends than AIVCX: RERCX (2.43) vs AIVCX (0.65). 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: 50.00 vs. AIVCX (32.00). AIVCX (250) and RERCX (250) have matching initial minimum investment requirements. AIVCX annual gain was more profitable for investors over the last year : 9.73 vs. RERCX (4.75). AIVCX return over 5 years is better than : 22.20 vs. RERCX (-7.66).
AIVCXRERCXAIVCX / RERCX
Total Expense Ratio1.671.12149%
Annual Report Gross Expense Ratio1.681.12150%
Fund Existence7 years24 years-
Gain YTD4.9722.207225%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets2.69B141B2%
Annual Yield % from dividends0.652.4327%
Returns for 1 year9.734.75205%
Returns for 3 years31.9414.97213%
Returns for 5 years22.20-7.66-290%
Returns for 10 yearsN/A41.85-
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