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IVITX vs RMFEX
IVITX vs RMFEX Comparison
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IVITX vs RMFEX Comparison Chart in %
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IVITX vs. RMFEX commentary
Jun 03, 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 Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 115B vs. IVITX (169M). RMFEX pays higher dividends than IVITX: RMFEX (1.45) vs IVITX (0.44). IVITX was incepted earlier than RMFEX: IVITX (24 years) vs RMFEX (24 years). IVITX (1.05) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 30.00 vs. IVITX (18.00). IVITX has a lower initial minimum investment than RMFEX: IVITX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 10.46 vs. IVITX (0.13). RMFEX return over 5 years is better than : 35.97 vs. IVITX (-8.07).
| IVITX | RMFEX | IVITX / RMFEX | |
| Total Expense Ratio | 1.05 | 0.62 | 169% |
| Annual Report Gross Expense Ratio | 1.05 | 0.62 | 169% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 6.433 | 5.987 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 115B | 0% |
| Annual Yield % from dividends | 0.44 | 1.45 | 30% |
| Returns for 1 year | 0.13 | 10.46 | 1% |
| Returns for 3 years | 8.42 | 35.96 | 23% |
| Returns for 5 years | -8.07 | 35.97 | -22% |
| Returns for 10 years | -1.21 | 99.50 | -1% |
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