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AIVFX vs REREX
AIVFX vs REREX Comparison
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AIVFX vs REREX Comparison Chart in %
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AIVFX vs. REREX commentary
Sep 11, 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 REREX is a Buy.
FUNDAMENTALS
Fundamentals
REREX has more cash in the bank: 140B vs. AIVFX (2.75B). REREX pays higher dividends than AIVFX: REREX (2.55) vs AIVFX (1.28). AIVFX was incepted earlier than REREX: AIVFX (7 years) vs REREX (24 years). REREX (0.82) is less costly to investors than AIVFX (0.65). REREX is a more actively managed with annual turnover of: 50.00 vs. AIVFX (32.00). AIVFX (250) and REREX (250) have matching initial minimum investment requirements. AIVFX annual gain was more profitable for investors over the last year : 12.52 vs. REREX (6.74). AIVFX return over 5 years is better than : 28.73 vs. REREX (-3.90).
| AIVFX | REREX | AIVFX / REREX | |
| Total Expense Ratio | 0.64 | 0.82 | 78% |
| Annual Report Gross Expense Ratio | 0.65 | 0.82 | 79% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 9.118 | 8.110 | 112% |
| 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 | 2.55 | 50% |
| Returns for 1 year | 12.52 | 6.74 | 186% |
| Returns for 3 years | 47.55 | 28.79 | 165% |
| Returns for 5 years | 28.73 | -3.90 | -736% |
| Returns for 10 years | N/A | 45.56 | - |
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