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IRSVX vs RBEMX
IRSVX vs RBEMX Comparison Chart
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IRSVX vs. RBEMX commentary
Apr 29, 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 IRSVX is a Hold and RBEMX is a Hold.
FUNDAMENTALS
Fundamentals
RBEMX has more cash in the bank: 24.1B vs. IRSVX (126M). IRSVX pays higher dividends than RBEMX: IRSVX (1.77) vs RBEMX (0.50). IRSVX was incepted earlier than RBEMX: IRSVX (12 years) vs RBEMX (11 years). RBEMX (1.19) is less costly to investors than IRSVX (0.39). IRSVX is a more actively managed with annual turnover of: 44.00 vs. RBEMX (5.00). RBEMX has a lower initial minimum investment than IRSVX: RBEMX (250) vs IRSVX (250000). IRSVX annual gain was more profitable for investors over the last year : 6.91 vs. RBEMX (5.08). RBEMX return over 5 years is better than : 39.52 vs. IRSVX (36.27).
| IRSVX | RBEMX | IRSVX / RBEMX | |
| Total Expense Ratio | 0.39 | 1.19 | 33% |
| Annual Report Gross Expense Ratio | 0.39 | 1.19 | 33% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | -1.796 | -1.682 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 24.1B | 1% |
| Annual Yield % from dividends | 1.77 | 0.50 | 355% |
| Returns for 1 year | 6.91 | 5.08 | 136% |
| Returns for 3 years | 21.73 | 16.73 | 130% |
| Returns for 5 years | 36.27 | 39.52 | 92% |
| Returns for 10 years | 44.81 | 56.64 | 79% |
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