IVEIX
Price
$13.45
Change
+$0.04 (+0.30%)
Updated
Aug 21 closing price
Net Assets
130.17M
RSEBX
Price
$80.64
Change
+$0.66 (+0.83%)
Updated
Aug 21 closing price
Net Assets
89.02B
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IVEIX vs RSEBX

IVEIX vs RSEBX Comparison Chart in %
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IVEIX vs. RSEBX commentary
Aug 24, 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 IVEIX is a Buy and RSEBX is a Hold.

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FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 89B vs. IVEIX (130M). IVEIX pays higher dividends than RSEBX: IVEIX (0.89) vs RSEBX (0.29). IVEIX was incepted earlier than RSEBX: IVEIX (19 years) vs RSEBX (12 years). RSEBX (1.45) is less costly to investors than IVEIX (1.25). RSEBX is a more actively managed with annual turnover of: 41.00 vs. IVEIX (29.00). IVEIX has a lower initial minimum investment than RSEBX: IVEIX (0) vs RSEBX (250). IVEIX annual gain was more profitable for investors over the last year : 35.50 vs. RSEBX (14.54). IVEIX return over 5 years is better than : 137.19 vs. RSEBX (-5.09).
IVEIXRSEBXIVEIX / RSEBX
Total Expense Ratio0.991.4568%
Annual Report Gross Expense Ratio1.251.4586%
Fund Existence19 years12 years-
Gain YTD19.23814.270135%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets130M89B0%
Annual Yield % from dividends0.890.29309%
Returns for 1 year35.5014.54244%
Returns for 3 years42.5438.58110%
Returns for 5 years137.19-5.09-2,698%
Returns for 10 years10.0874.5014%
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