Interact to see
Advertisement
Advertisement
IVKIX vs RMFEX
IVKIX vs RMFEX Comparison
Open Charts IVKIX vs RMFEX
IVKIX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVKIX vs. RMFEX 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 IVKIX is a Buy and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 118B vs. IVKIX (236M). RMFEX pays higher dividends than IVKIX: RMFEX (1.41) vs IVKIX (1.26). 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). IVKIX annual gain was more profitable for investors over the last year : 10.35 vs. RMFEX (9.52). RMFEX return over 5 years is better than : 38.89 vs. IVKIX (18.83).
| 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 | 3.159 | 10.681 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236M | 118B | 0% |
| Annual Yield % from dividends | 1.26 | 1.41 | 89% |
| Returns for 1 year | 10.35 | 9.52 | 109% |
| Returns for 3 years | 20.64 | 40.18 | 51% |
| Returns for 5 years | 18.83 | 38.89 | 48% |
| Returns for 10 years | 63.52 | 100.46 | 63% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| QCGDX | 16.70 | 0.17 | +1.03% |
| Quantified Common Ground Investor | |||
| HEMZX | 7.49 | 0.07 | +0.94% |
| Virtus SGA Emerging Markets Equity A | |||
| AASRX | 30.06 | 0.21 | +0.70% |
| American Beacon Small Cap Value R6 | |||
| PAVLX | 56.59 | 0.32 | +0.57% |
| T. Rowe Price Value Adv | |||
| EPLCX | 26.63 | 0.10 | +0.38% |
| NYLI Epoch U.S. Equity Yield Class I | |||