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AIVFX vs RERFX
AIVFX vs RERFX Comparison
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AIVFX vs RERFX Comparison Chart in %
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AIVFX vs. RERFX commentary
Aug 31, 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 RERFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 137B vs. AIVFX (2.69B). RERFX pays higher dividends than AIVFX: RERFX (2.75) vs AIVFX (1.31). AIVFX was incepted earlier than RERFX: AIVFX (7 years) vs RERFX (24 years). AIVFX (0.65) is less costly to investors than RERFX (0.52). RERFX is a more actively managed with annual turnover of: 50.00 vs. AIVFX (32.00). AIVFX (250) and RERFX (250) have matching initial minimum investment requirements. AIVFX annual gain was more profitable for investors over the last year : 14.55 vs. RERFX (8.15). AIVFX return over 5 years is better than : 33.06 vs. RERFX (-1.11).
| AIVFX | RERFX | AIVFX / RERFX | |
| Total Expense Ratio | 0.64 | 0.52 | 123% |
| Annual Report Gross Expense Ratio | 0.65 | 0.52 | 125% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 10.753 | 8.034 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.69B | 137B | 2% |
| Annual Yield % from dividends | 1.31 | 2.75 | 47% |
| Returns for 1 year | 14.55 | 8.15 | 178% |
| Returns for 3 years | 46.93 | 28.14 | 167% |
| Returns for 5 years | 33.06 | -1.11 | -2,972% |
| Returns for 10 years | N/A | 50.94 | - |
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