BIGUX
Price
$36.61
Change
-$0.04 (-0.11%)
Updated
Sep 4 closing price
Net Assets
335.02M
RERCX
Price
$62.56
Change
+$0.06 (+0.10%)
Updated
Sep 4 closing price
Net Assets
137.41B
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BIGUX vs RERCX

BIGUX vs RERCX Comparison Chart in %
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BIGUX vs. RERCX commentary
Sep 06, 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 BIGUX is a Buy and RERCX is a Hold.

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FUNDAMENTALS
Fundamentals
RERCX has more cash in the bank: 137B vs. BIGUX (335M). RERCX pays higher dividends than BIGUX: RERCX (2.38) vs BIGUX (1.02). BIGUX was incepted earlier than RERCX: BIGUX (10 years) vs RERCX (24 years). RERCX (1.12) is less costly to investors than BIGUX (0.99). RERCX is a more actively managed with annual turnover of: 50.00 vs. BIGUX (31.00). RERCX has a lower initial minimum investment than BIGUX: RERCX (250) vs BIGUX (5000000). BIGUX annual gain was more profitable for investors over the last year : 15.14 vs. RERCX (7.29). BIGUX return over 5 years is better than : 1.98 vs. RERCX (-6.71).
BIGUXRERCXBIGUX / RERCX
Total Expense Ratio0.961.1286%
Annual Report Gross Expense Ratio0.991.1288%
Fund Existence10 years24 years-
Gain YTD14.0147.032199%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets335M137B0%
Annual Yield % from dividends1.022.3843%
Returns for 1 year15.147.29208%
Returns for 3 years48.7125.75189%
Returns for 5 years1.98-6.71-30%
Returns for 10 years95.4240.56235%
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