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FDVAX vs RERFX
FDVAX vs RERFX Comparison
Open Charts FDVAX vs RERFX
FDVAX vs RERFX Comparison Chart in %
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FDVAX vs. RERFX commentary
Sep 05, 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 RERFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 137B vs. FDVAX (1.86B). RERFX pays higher dividends than FDVAX: RERFX (2.67) vs FDVAX (1.21). FDVAX was incepted earlier than RERFX: FDVAX (28 years) vs RERFX (24 years). FDVAX (1.11) is less costly to investors than RERFX (0.52). RERFX is a more actively managed with annual turnover of: 50.00 vs. FDVAX (46.00). FDVAX has a lower initial minimum investment than RERFX: FDVAX (0) vs RERFX (250). FDVAX annual gain was more profitable for investors over the last year : 9.47 vs. RERFX (8.96). FDVAX return over 5 years is better than : -1.04 vs. RERFX (-3.55).
| FDVAX | RERFX | FDVAX / RERFX | |
| Total Expense Ratio | 1.11 | 0.52 | 213% |
| Annual Report Gross Expense Ratio | 1.11 | 0.52 | 213% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 13.300 | 7.588 | 175% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 137B | 1% |
| Annual Yield % from dividends | 1.21 | 2.67 | 45% |
| Returns for 1 year | 9.47 | 8.96 | 106% |
| Returns for 3 years | 33.11 | 27.87 | 119% |
| Returns for 5 years | -1.04 | -3.55 | 29% |
| Returns for 10 years | 64.16 | 48.42 | 133% |
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