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FDVAX vs RERCX
FDVAX vs RERCX Comparison
Open Charts FDVAX vs RERCX
FDVAX vs RERCX Comparison Chart in %
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FDVAX vs. RERCX commentary
Jun 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 FDVAX is a Buy and RERCX is a Hold.
FUNDAMENTALS
Fundamentals
RERCX has more cash in the bank: 137B vs. FDVAX (1.81B). RERCX pays higher dividends than FDVAX: RERCX (2.37) vs FDVAX (1.24). FDVAX was incepted earlier than RERCX: FDVAX (27 years) vs RERCX (24 years). RERCX (1.12) and FDVAX (1.11) have similar cost to investors . FDVAX is a more actively managed with annual turnover of: 46.00 vs. RERCX (35.00). FDVAX has a lower initial minimum investment than RERCX: FDVAX (0) vs RERCX (250). RERCX annual gain was more profitable for investors over the last year : 14.14 vs. FDVAX (7.55). FDVAX return over 5 years is better than : 4.42 vs. RERCX (-3.51).
| FDVAX | RERCX | FDVAX / RERCX | |
| Total Expense Ratio | 1.11 | 1.12 | 99% |
| Annual Report Gross Expense Ratio | 1.11 | 1.12 | 99% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 10.625 | 11.446 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 137B | 1% |
| Annual Yield % from dividends | 1.24 | 2.37 | 52% |
| Returns for 1 year | 7.55 | 14.14 | 53% |
| Returns for 3 years | 29.65 | 30.44 | 97% |
| Returns for 5 years | 4.42 | -3.51 | -126% |
| Returns for 10 years | 64.04 | 56.24 | 114% |
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