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IDVSX vs RERFX
IDVSX vs RERFX Comparison
Open Charts IDVSX vs RERFX
Morgan Stanley Inst Intl Advtg R6
Price$26.51
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets2.73B
American Funds Europacific Growth R5
Price$57.88
Change+$0.30 (+0.52%)
VolumeN/A
Net Assets128.09B
IDVSX vs RERFX Comparison Chart
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IDVSX vs. RERFX commentary
May 10, 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 RERFX is a Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 128B vs. IDVSX (2.74B). RERFX pays higher dividends than IDVSX: RERFX (1.39) vs IDVSX (0.23). IDVSX was incepted earlier than RERFX: IDVSX (7 years) vs RERFX (23 years). IDVSX (0.89) is less costly to investors than RERFX (0.52). RERFX is a more actively managed with annual turnover of: 30.00 vs. IDVSX (26.00). RERFX has a lower initial minimum investment than IDVSX: RERFX (250) vs IDVSX (5000000). IDVSX annual gain was more profitable for investors over the last year : 14.18 vs. RERFX (-0.03). IDVSX return over 5 years is better than : 38.83 vs. RERFX (28.11).
| IDVSX | RERFX | IDVSX / RERFX | |
| Total Expense Ratio | 0.89 | 0.52 | 171% |
| Annual Report Gross Expense Ratio | 0.89 | 0.52 | 171% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 9.419 | 7.864 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.74B | 128B | 2% |
| Annual Yield % from dividends | 0.23 | 1.39 | 17% |
| Returns for 1 year | 14.18 | -0.03 | -48,789% |
| Returns for 3 years | 33.24 | 21.48 | 155% |
| Returns for 5 years | 38.83 | 28.11 | 138% |
| Returns for 10 years | N/A | 19.52 | - |