IVITX
Price
$21.45
Change
-$0.13 (-0.60%)
Updated
Sep 10 closing price
Net Assets
173.8M
RMFCX
Price
$63.49
Change
+$0.33 (+0.52%)
Updated
Sep 11 closing price
Net Assets
117.47B
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IVITX vs RMFCX

IVITX vs RMFCX Comparison Chart in %
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IVITX vs. RMFCX commentary
Sep 12, 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 RMFCX is a Buy.

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FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 117B vs. IVITX (174M). RMFCX pays higher dividends than IVITX: RMFCX (1.15) vs IVITX (0.65). IVITX was incepted earlier than RMFCX: IVITX (24 years) vs RMFCX (24 years). IVITX (1.05) is less costly to investors than RMFCX (0.91). RMFCX is a more actively managed with annual turnover of: 30.00 vs. IVITX (18.00). IVITX has a lower initial minimum investment than RMFCX: IVITX (0) vs RMFCX (250). IVITX annual gain was more profitable for investors over the last year : 8.61 vs. RMFCX (4.75). RMFCX return over 5 years is better than : 35.61 vs. IVITX (-8.99).
IVITXRMFCXIVITX / RMFCX
Total Expense Ratio1.050.91115%
Annual Report Gross Expense Ratio1.050.91115%
Fund Existence24 years24 years-
Gain YTD3.6608.53943%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets174M117B0%
Annual Yield % from dividends0.651.1556%
Returns for 1 year8.614.75181%
Returns for 3 years8.1635.3823%
Returns for 5 years-8.9935.61-25%
Returns for 10 years4.0594.164%
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