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IDVSX vs RERCX
IDVSX vs RERCX Comparison
Open Charts IDVSX vs RERCX
Morgan Stanley Inst Intl Advtg R6
Price$27.43
Change-$0.47 (-1.68%)
VolumeN/A
Net Assets2.83B
American Funds EUPAC R3
Price$57.17
Change-$0.78 (-1.35%)
VolumeN/A
Net Assets132.56B
IDVSX vs RERCX Comparison Chart
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IDVSX vs. RERCX commentary
Jun 15, 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 Hold and RERCX is a Buy.
FUNDAMENTALS
Fundamentals
RERCX has more cash in the bank: 133B vs. IDVSX (2.83B). RERCX pays higher dividends than IDVSX: RERCX (0.78) vs IDVSX (0.22). 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 : 19.62 vs. RERCX (3.09). IDVSX return over 5 years is better than : 37.58 vs. RERCX (17.20).
| 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 | 15.768 | 9.605 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.83B | 133B | 2% |
| Annual Yield % from dividends | 0.22 | 0.78 | 28% |
| Returns for 1 year | 19.62 | 3.09 | 634% |
| Returns for 3 years | 48.05 | 24.69 | 195% |
| Returns for 5 years | 37.58 | 17.20 | 219% |
| Returns for 10 years | N/A | 19.50 | - |
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