Interact to see
Advertisement
Advertisement
IDVSX vs RERCX
IDVSX vs RERCX Comparison
Open Charts IDVSX vs RERCX
Morgan Stanley Inst Intl Advtg R6
Price$27.35
Change+$0.19 (+0.70%)
VolumeN/A
Net Assets2.77B
American Funds EUPAC R3
Price$60.44
Change+$0.35 (+0.58%)
VolumeN/A
Net Assets135.22B
IDVSX vs RERCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IDVSX vs. RERCX commentary
Aug 17, 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: 135B vs. IDVSX (2.77B). RERCX pays higher dividends than IDVSX: RERCX (0.51) 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: 35.00 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 : 14.33 vs. RERCX (7.73). IDVSX return over 5 years is better than : 20.12 vs. RERCX (11.09).
| 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 | 13.485 | 15.874 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 135B | 2% |
| Annual Yield % from dividends | 0.23 | 0.51 | 45% |
| Returns for 1 year | 14.33 | 7.73 | 185% |
| Returns for 3 years | 26.02 | 23.53 | 111% |
| Returns for 5 years | 20.12 | 11.09 | 181% |
| Returns for 10 years | N/A | 29.65 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers