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IDVSX vs RERCX
IDVSX vs RERCX Comparison
Open Charts IDVSX vs RERCX
Morgan Stanley Inst Intl Advtg R6
Price$27.46
Change-$0.33 (-1.19%)
VolumeN/A
Net Assets2.86B
American Funds Europacific Growth R3
Price$57.76
Change-$0.38 (-0.65%)
VolumeN/A
Net Assets133.21B
IDVSX vs RERCX Comparison Chart
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IDVSX vs. RERCX commentary
May 23, 2025
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 IDVSX is a Buy and RERCX is a Hold.
FUNDAMENTALS
Fundamentals
RERCX has more cash in the bank: 133B vs. IDVSX (2.86B). RERCX pays higher dividends than IDVSX: RERCX (0.82) vs IDVSX (0.23). IDVSX was incepted earlier than RERCX: IDVSX (7 years) vs RERCX (23 years). RERCX (1.12) is less costly to investors than IDVSX (0.89). RERCX is a more actively managed with annual turnover of: 30.00 vs. IDVSX (26.00). RERCX has a lower initial minimum investment than IDVSX: RERCX (250) vs IDVSX (5000000). IDVSX annual gain was more profitable for investors over the last year : 18.84 vs. RERCX (-0.21). IDVSX return over 5 years is better than : 47.23 vs. RERCX (27.85).
| IDVSX | RERCX | IDVSX / RERCX | |
| Total Expense Ratio | 0.89 | 1.12 | 79% |
| Annual Report Gross Expense Ratio | 0.89 | 1.12 | 79% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 15.311 | 10.736 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.86B | 133B | 2% |
| Annual Yield % from dividends | 0.23 | 0.82 | 28% |
| Returns for 1 year | 18.84 | -0.21 | -8,840% |
| Returns for 3 years | 35.70 | 18.38 | 194% |
| Returns for 5 years | 47.23 | 27.85 | 170% |
| Returns for 10 years | N/A | 17.10 | - |
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