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AIVFX vs RERBX
AIVFX vs RERBX Comparison
Open Charts AIVFX vs RERBX
AIVFX vs RERBX Comparison Chart in %
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AIVFX vs. RERBX commentary
Sep 12, 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 AIVFX is a StrongBuy and RERBX is a Buy.
FUNDAMENTALS
Fundamentals
RERBX has more cash in the bank: 140B vs. AIVFX (2.75B). RERBX pays higher dividends than AIVFX: RERBX (2.19) vs AIVFX (1.28). AIVFX was incepted earlier than RERBX: AIVFX (7 years) vs RERBX (24 years). RERBX (1.57) is less costly to investors than AIVFX (0.65). RERBX is a more actively managed with annual turnover of: 50.00 vs. AIVFX (32.00). AIVFX (250) and RERBX (250) have matching initial minimum investment requirements. AIVFX annual gain was more profitable for investors over the last year : 10.84 vs. RERBX (2.89). AIVFX return over 5 years is better than : 28.03 vs. RERBX (-8.98).
| AIVFX | RERBX | AIVFX / RERBX | |
| Total Expense Ratio | 0.64 | 1.57 | 41% |
| Annual Report Gross Expense Ratio | 0.65 | 1.57 | 41% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 8.523 | 5.930 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 140B | 2% |
| Annual Yield % from dividends | 1.28 | 2.19 | 58% |
| Returns for 1 year | 10.84 | 2.89 | 376% |
| Returns for 3 years | 47.31 | 23.84 | 198% |
| Returns for 5 years | 28.03 | -8.98 | -312% |
| Returns for 10 years | N/A | 38.87 | - |
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