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IDVSX vs RERCX
IDVSX vs RERCX Comparison
Open Charts IDVSX vs RERCX
Morgan Stanley Inst Intl Advtg R6
Price$24.10
Change-$0.78 (-3.14%)
VolumeN/A
Net Assets2.59B
American Funds Europacific Growth R3
Price$52.47
Change-$1.52 (-2.82%)
VolumeN/A
Net Assets125.35B
IDVSX vs RERCX Comparison Chart
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IDVSX vs. RERCX commentary
Apr 04, 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: 125B vs. IDVSX (2.6B). RERCX pays higher dividends than IDVSX: RERCX (0.85) vs IDVSX (0.24). 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). IDVSX is a more actively managed with annual turnover of: 32.00 vs. RERCX (30.00). 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 : 3.69 vs. RERCX (-7.24). IDVSX return over 5 years is better than : 46.93 vs. RERCX (34.70).
| 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 | 2.199 | 0.594 | 370% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.6B | 125B | 2% |
| Annual Yield % from dividends | 0.24 | 0.85 | 29% |
| Returns for 1 year | 3.69 | -7.24 | -51% |
| Returns for 3 years | -0.17 | -5.24 | 3% |
| Returns for 5 years | 46.93 | 34.70 | 135% |
| Returns for 10 years | N/A | 8.95 | - |
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