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AIVFX vs RERFX
AIVFX vs RERFX Comparison
Open Charts AIVFX vs RERFX
AIVFX vs RERFX Comparison Chart in %
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AIVFX vs. RERFX commentary
Jul 02, 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 Hold and RERFX is a Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 143B vs. AIVFX (2.67B). RERFX pays higher dividends than AIVFX: RERFX (2.67) vs AIVFX (1.33). 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 : 11.39 vs. RERFX (8.17). AIVFX return over 5 years is better than : 32.16 vs. RERFX (-2.31).
| 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 | 6.938 | 5.158 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.67B | 143B | 2% |
| Annual Yield % from dividends | 1.33 | 2.67 | 50% |
| Returns for 1 year | 11.39 | 8.17 | 139% |
| Returns for 3 years | 40.28 | 23.47 | 172% |
| Returns for 5 years | 32.16 | -2.31 | -1,390% |
| Returns for 10 years | N/A | 56.62 | - |
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