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IVHIX vs RITEX
IVHIX vs RITEX Comparison
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IVHIX vs RITEX Comparison Chart in %
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IVHIX vs. RITEX 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 IVHIX is a Hold and RITEX is a Buy.
FUNDAMENTALS
Fundamentals
RITEX has more cash in the bank: 28.6B vs. IVHIX (1.64B). IVHIX pays higher dividends than RITEX: IVHIX (6.72) vs RITEX (6.35). IVHIX was incepted earlier than RITEX: IVHIX (19 years) vs RITEX (24 years). IVHIX (0.71) and RITEX (0.70) have similar cost to investors . RITEX is a more actively managed with annual turnover of: 40.00 vs. IVHIX (34.00). IVHIX has a lower initial minimum investment than RITEX: IVHIX (0) vs RITEX (250). RITEX annual gain was more profitable for investors over the last year : 6.20 vs. IVHIX (2.31). RITEX return over 5 years is better than : 25.46 vs. IVHIX (13.85).
| IVHIX | RITEX | IVHIX / RITEX | |
| Total Expense Ratio | 0.63 | 0.70 | 90% |
| Annual Report Gross Expense Ratio | 0.71 | 0.70 | 101% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | -0.794 | 1.944 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 28.6B | 6% |
| Annual Yield % from dividends | 6.72 | 6.35 | 106% |
| Returns for 1 year | 2.31 | 6.20 | 37% |
| Returns for 3 years | 18.34 | 29.01 | 63% |
| Returns for 5 years | 13.85 | 25.46 | 54% |
| Returns for 10 years | 58.76 | 75.52 | 78% |
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