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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
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 RERFX is a Hold.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 137B vs. FDVAX (1.81B). RERFX pays higher dividends than FDVAX: RERFX (2.67) vs FDVAX (1.24). FDVAX was incepted earlier than RERFX: FDVAX (27 years) vs RERFX (24 years). FDVAX (1.11) is less costly to investors than RERFX (0.52). FDVAX is a more actively managed with annual turnover of: 46.00 vs. RERFX (35.00). FDVAX has a lower initial minimum investment than RERFX: FDVAX (0) vs RERFX (250). RERFX annual gain was more profitable for investors over the last year : 15.21 vs. FDVAX (7.55). FDVAX return over 5 years is better than : 4.42 vs. RERFX (-0.27).
| FDVAX | RERFX | FDVAX / RERFX | |
| Total Expense Ratio | 1.11 | 0.52 | 213% |
| Annual Report Gross Expense Ratio | 1.11 | 0.52 | 213% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 10.625 | 11.704 | 91% |
| 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 | 2.67 | 46% |
| Returns for 1 year | 7.55 | 15.21 | 50% |
| Returns for 3 years | 29.65 | 33.52 | 88% |
| Returns for 5 years | 4.42 | -0.27 | -1,620% |
| Returns for 10 years | 64.04 | 62.47 | 103% |
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