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IRSQX vs RBHEX
IRSQX vs RBHEX Comparison Chart in %
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IRSQX vs. RBHEX commentary
Aug 03, 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 IRSQX is a StrongBuy and RBHEX is a Hold.
FUNDAMENTALS
Fundamentals
RBHEX has more cash in the bank: 37.5B vs. IRSQX (109M). IRSQX pays higher dividends than RBHEX: IRSQX (1.75) vs RBHEX (0.56). IRSQX was incepted earlier than RBHEX: IRSQX (13 years) vs RBHEX (11 years). RBHEX (1.17) is less costly to investors than IRSQX (0.40). IRSQX is a more actively managed with annual turnover of: 49.00 vs. RBHEX (5.00). RBHEX has a lower initial minimum investment than IRSQX: RBHEX (250) vs IRSQX (250000). IRSQX annual gain was more profitable for investors over the last year : 13.77 vs. RBHEX (12.25). IRSQX (39.44) and RBHEX (39.01) have equivalent 5 years return.
| IRSQX | RBHEX | IRSQX / RBHEX | |
| Total Expense Ratio | 0.40 | 1.17 | 34% |
| Annual Report Gross Expense Ratio | 0.40 | 1.17 | 34% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 8.957 | 9.754 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 37.5B | 0% |
| Annual Yield % from dividends | 1.75 | 0.56 | 313% |
| Returns for 1 year | 13.77 | 12.25 | 112% |
| Returns for 3 years | 38.81 | 32.74 | 119% |
| Returns for 5 years | 39.44 | 39.01 | 101% |
| Returns for 10 years | 69.35 | 72.65 | 95% |
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