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IVKAX vs RMFEX
IVKAX vs RMFEX Comparison
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IVKAX vs RMFEX Comparison Chart in %
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IVKAX vs. RMFEX commentary
Jun 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 IVKAX is a Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 117B vs. IVKAX (232M). RMFEX pays higher dividends than IVKAX: RMFEX (1.45) vs IVKAX (0.93). IVKAX was incepted earlier than RMFEX: IVKAX (24 years) vs RMFEX (24 years). IVKAX (1.40) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 30.00 vs. IVKAX (22.00). IVKAX has a lower initial minimum investment than RMFEX: IVKAX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 10.65 vs. IVKAX (8.03). RMFEX return over 5 years is better than : 38.72 vs. IVKAX (23.82).
| IVKAX | RMFEX | IVKAX / RMFEX | |
| Total Expense Ratio | 1.22 | 0.62 | 197% |
| Annual Report Gross Expense Ratio | 1.40 | 0.62 | 226% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 9.673 | 6.666 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 117B | 0% |
| Annual Yield % from dividends | 0.93 | 1.45 | 64% |
| Returns for 1 year | 8.03 | 10.65 | 75% |
| Returns for 3 years | 13.25 | 36.38 | 36% |
| Returns for 5 years | 23.82 | 38.72 | 62% |
| Returns for 10 years | 80.66 | 104.66 | 77% |
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