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IVITX vs RMEBX
IVITX vs RMEBX Comparison
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IVITX vs RMEBX Comparison Chart in %
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IVITX vs. RMEBX commentary
Aug 23, 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 IVITX is a Buy and RMEBX is a Hold.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 118B vs. IVITX (177M). RMEBX pays higher dividends than IVITX: RMEBX (0.99) vs IVITX (0.66). IVITX was incepted earlier than RMEBX: IVITX (24 years) vs RMEBX (12 years). RMEBX (1.07) and IVITX (1.05) have similar cost to investors . RMEBX is a more actively managed with annual turnover of: 30.00 vs. IVITX (18.00). IVITX has a lower initial minimum investment than RMEBX: IVITX (0) vs RMEBX (250). IVITX annual gain was more profitable for investors over the last year : 12.94 vs. RMEBX (9.03). RMEBX return over 5 years is better than : 35.75 vs. IVITX (-7.50).
| IVITX | RMEBX | IVITX / RMEBX | |
| Total Expense Ratio | 1.05 | 1.07 | 98% |
| Annual Report Gross Expense Ratio | 1.05 | 1.07 | 98% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 5.352 | 10.367 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 118B | 0% |
| Annual Yield % from dividends | 0.66 | 0.99 | 66% |
| Returns for 1 year | 12.94 | 9.03 | 143% |
| Returns for 3 years | 12.41 | 38.30 | 32% |
| Returns for 5 years | -7.50 | 35.75 | -21% |
| Returns for 10 years | 4.43 | 90.55 | 5% |
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