Interact to see
Advertisement
Advertisement
IRCSX vs PUVCX
IRCSX vs PUVCX Comparison
Open Charts IRCSX vs PUVCX
IRCSX vs PUVCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IRCSX vs. PUVCX commentary
Jul 14, 2026
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 IRCSX is a Hold and PUVCX is a Buy.
FUNDAMENTALS
Fundamentals
IRCSX has more cash in the bank: 1.29B vs. PUVCX (336M). PUVCX pays higher dividends than IRCSX: PUVCX (5.07) vs IRCSX (1.98). IRCSX was incepted earlier than PUVCX: IRCSX (11 years) vs PUVCX (27 years). PUVCX (2.28) is less costly to investors than IRCSX (1.33). IRCSX is a more actively managed with annual turnover of: 57.00 vs. PUVCX (30.00). PUVCX has a lower initial minimum investment than IRCSX: PUVCX (0) vs IRCSX (5000). IRCSX annual gain was more profitable for investors over the last year : 7.13 vs. PUVCX (-1.25). IRCSX return over 5 years is better than : 25.02 vs. PUVCX (3.75).
| IRCSX | PUVCX | IRCSX / PUVCX | |
| Total Expense Ratio | 1.33 | 2.23 | 60% |
| Annual Report Gross Expense Ratio | 1.33 | 2.28 | 58% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 12.546 | 2.117 | 593% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 336M | 383% |
| Annual Yield % from dividends | 1.98 | 5.07 | 39% |
| Returns for 1 year | 7.13 | -1.25 | -570% |
| Returns for 3 years | 45.19 | 30.49 | 148% |
| Returns for 5 years | 25.02 | 3.75 | 667% |
| Returns for 10 years | 74.73 | 50.27 | 149% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement