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IDVSX vs RERCX
IDVSX vs RERCX Comparison
Open Charts IDVSX vs RERCX
Morgan Stanley Inst Intl Advtg R6
Price$24.12
Change-$0.76 (-3.05%)
VolumeN/A
CapitalizationN/A
American Funds Europacific Growth R3
Price$54.99
Change-$1.21 (-2.15%)
VolumeN/A
CapitalizationN/A
IDVSX vs RERCX Comparison Chart
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IDVSX vs. RERCX commentary
Dec 19, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
RERCX has more cash in the bank: 131B vs. IDVSX (2.87B). RERCX pays higher dividends than IDVSX: RERCX (1.29) vs IDVSX (0.15). IDVSX was incepted earlier than RERCX: IDVSX (7 years) vs RERCX (23 years). RERCX is a more actively managed with annual turnover of: 34.00 vs. IDVSX (32.00). 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 : 12.14 vs. RERCX (8.12). IDVSX return over 5 years is better than : 22.99 vs. RERCX (6.93).
| IDVSX | RERCX | IDVSX / RERCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 10.500 | 5.964 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 131B | 2% |
| Annual Yield % from dividends | 0.15 | 1.29 | 12% |
| Returns for 1 year | 12.14 | 8.12 | 150% |
| Returns for 3 years | -14.66 | -5.84 | 251% |
| Returns for 5 years | 22.99 | 6.93 | 332% |
| Returns for 10 years | N/A | 24.69 | - |