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IRCSX vs PUVCX
IRCSX vs PUVCX Comparison
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IRCSX vs PUVCX Comparison Chart in %
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IRCSX vs. PUVCX commentary
Aug 03, 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 Hold.
FUNDAMENTALS
Fundamentals
IRCSX has more cash in the bank: 1.27B vs. PUVCX (340M). PUVCX pays higher dividends than IRCSX: PUVCX (4.94) vs IRCSX (2.01). 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 : 6.12 vs. PUVCX (3.22). IRCSX return over 5 years is better than : 21.86 vs. PUVCX (4.92).
| 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 | 10.345 | 3.913 | 264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 340M | 372% |
| Annual Yield % from dividends | 2.01 | 4.94 | 41% |
| Returns for 1 year | 6.12 | 3.22 | 190% |
| Returns for 3 years | 41.36 | 33.55 | 123% |
| Returns for 5 years | 21.86 | 4.92 | 444% |
| Returns for 10 years | 66.62 | 48.92 | 136% |
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