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IVKIX vs RMFEX
IVKIX vs RMFEX Comparison
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IVKIX vs RMFEX Comparison Chart in %
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IVKIX 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 IVKIX is a Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 117B vs. IVKIX (232M). RMFEX pays higher dividends than IVKIX: RMFEX (1.45) vs IVKIX (1.30). IVKIX was incepted earlier than RMFEX: IVKIX (24 years) vs RMFEX (24 years). IVKIX (0.90) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 30.00 vs. IVKIX (22.00). IVKIX has a lower initial minimum investment than RMFEX: IVKIX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 10.65 vs. IVKIX (8.78). RMFEX return over 5 years is better than : 38.72 vs. IVKIX (27.61).
| IVKIX | RMFEX | IVKIX / RMFEX | |
| Total Expense Ratio | 0.72 | 0.62 | 116% |
| Annual Report Gross Expense Ratio | 0.90 | 0.62 | 145% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 9.948 | 6.666 | 149% |
| 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 | 1.30 | 1.45 | 90% |
| Returns for 1 year | 8.78 | 10.65 | 82% |
| Returns for 3 years | 15.53 | 36.38 | 43% |
| Returns for 5 years | 27.61 | 38.72 | 71% |
| Returns for 10 years | 91.43 | 104.66 | 87% |
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