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IRSVX vs RRTVX
IRSVX vs RRTVX Comparison Chart
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IRSVX vs. RRTVX commentary
Jan 20, 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 RRTVX is a Hold.
FUNDAMENTALS
Fundamentals
RRTVX has more cash in the bank: 10.4B vs. IRSVX (132M). IRSVX pays higher dividends than RRTVX: IRSVX (1.70) vs RRTVX (0.80). IRSVX was incepted earlier than RRTVX: IRSVX (12 years) vs RRTVX (18 years). IRSVX is a more actively managed with annual turnover of: 103.00 vs. RRTVX (28.30). RRTVX has a lower initial minimum investment than IRSVX: RRTVX (2500) vs IRSVX (250000). IRSVX (17.41) and RRTVX (17.09) have marching annual gain over last year. RRTVX return over 5 years is better than : 26.49 vs. IRSVX (22.32).
| IRSVX | RRTVX | IRSVX / RRTVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 18 years | - |
| Gain YTD | 1.865 | 2.004 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 10.4B | 1% |
| Annual Yield % from dividends | 1.70 | 0.80 | 212% |
| Returns for 1 year | 17.41 | 17.09 | 102% |
| Returns for 3 years | 12.90 | 6.77 | 191% |
| Returns for 5 years | 22.32 | 26.49 | 84% |
| Returns for 10 years | 58.86 | 61.07 | 96% |
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