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IRCZX vs PUVCX
IRCZX vs PUVCX Comparison
Open Charts IRCZX vs PUVCX
IRCZX vs PUVCX Comparison Chart in %
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IRCZX 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 IRCZX is a Hold and PUVCX is a Buy.
FUNDAMENTALS
Fundamentals
IRCZX has more cash in the bank: 1.29B vs. PUVCX (336M). PUVCX pays higher dividends than IRCZX: PUVCX (5.07) vs IRCZX (2.15). IRCZX was incepted earlier than PUVCX: IRCZX (11 years) vs PUVCX (27 years). PUVCX (2.28) is less costly to investors than IRCZX (1.10). IRCZX is a more actively managed with annual turnover of: 57.00 vs. PUVCX (30.00). IRCZX (0) and PUVCX (0) have matching initial minimum investment requirements. IRCZX annual gain was more profitable for investors over the last year : 7.25 vs. PUVCX (-1.25). IRCZX return over 5 years is better than : 26.40 vs. PUVCX (3.75).
| IRCZX | PUVCX | IRCZX / PUVCX | |
| Total Expense Ratio | 1.10 | 2.23 | 49% |
| Annual Report Gross Expense Ratio | 1.10 | 2.28 | 48% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 12.619 | 2.117 | 596% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 336M | 383% |
| Annual Yield % from dividends | 2.15 | 5.07 | 42% |
| Returns for 1 year | 7.25 | -1.25 | -580% |
| Returns for 3 years | 45.99 | 30.49 | 151% |
| Returns for 5 years | 26.40 | 3.75 | 703% |
| Returns for 10 years | 78.57 | 50.27 | 156% |
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