IRCSX
Price
$15.12
Change
-$0.22 (-1.43%)
Updated
Jul 13 closing price
Net Assets
1.29B
PUVCX
Price
$44.04
Change
-$0.33 (-0.74%)
Updated
Jul 13 closing price
Net Assets
336.23M
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IRCSX vs PUVCX

IRCSX vs PUVCX Comparison Chart in %
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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.

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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).
IRCSXPUVCXIRCSX / PUVCX
Total Expense Ratio1.332.2360%
Annual Report Gross Expense Ratio1.332.2858%
Fund Existence11 years27 years-
Gain YTD12.5462.117593%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.29B336M383%
Annual Yield % from dividends1.985.0739%
Returns for 1 year7.13-1.25-570%
Returns for 3 years45.1930.49148%
Returns for 5 years25.023.75667%
Returns for 10 years74.7350.27149%
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