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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
Jul 25, 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 Hold and RERFX is a Hold.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 141B vs. FDVAX (1.87B). RERFX pays higher dividends than FDVAX: RERFX (2.73) 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 : 4.93 vs. RERFX (3.52). FDVAX return over 5 years is better than : 3.43 vs. RERFX (-4.09).
| 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 | 11.709 | 3.042 | 385% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 141B | 1% |
| Annual Yield % from dividends | 1.21 | 2.73 | 44% |
| Returns for 1 year | 4.93 | 3.52 | 140% |
| Returns for 3 years | 27.30 | 19.44 | 140% |
| Returns for 5 years | 3.43 | -4.09 | -84% |
| Returns for 10 years | 69.27 | 48.47 | 143% |
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