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AIVFX vs RERCX
AIVFX vs RERCX Comparison
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AIVFX vs RERCX Comparison Chart in %
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AIVFX vs. RERCX commentary
Aug 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 AIVFX is a StrongBuy and RERCX is a Buy.
FUNDAMENTALS
Fundamentals
RERCX has more cash in the bank: 141B vs. AIVFX (2.69B). RERCX pays higher dividends than AIVFX: RERCX (2.45) vs AIVFX (1.31). AIVFX was incepted earlier than RERCX: AIVFX (7 years) vs RERCX (24 years). RERCX (1.12) is less costly to investors than AIVFX (0.65). RERCX is a more actively managed with annual turnover of: 50.00 vs. AIVFX (32.00). AIVFX (250) and RERCX (250) have matching initial minimum investment requirements. AIVFX annual gain was more profitable for investors over the last year : 15.71 vs. RERCX (7.44). AIVFX return over 5 years is better than : 32.23 vs. RERCX (-5.22).
| AIVFX | RERCX | AIVFX / RERCX | |
| Total Expense Ratio | 0.64 | 1.12 | 57% |
| Annual Report Gross Expense Ratio | 0.65 | 1.12 | 58% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 7.978 | 3.524 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.69B | 141B | 2% |
| Annual Yield % from dividends | 1.31 | 2.45 | 53% |
| Returns for 1 year | 15.71 | 7.44 | 211% |
| Returns for 3 years | 40.34 | 16.62 | 243% |
| Returns for 5 years | 32.23 | -5.22 | -618% |
| Returns for 10 years | N/A | 42.79 | - |
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