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MFAIX vs RERCX
MFAIX vs RERCX Comparison
Open Charts MFAIX vs RERCX
Morgan Stanley Inst Intl Advtg I
Price$27.65
Change+$0.16 (+0.58%)
VolumeN/A
Net Assets2.81B
American Funds EUPAC R3
Price$59.01
Change+$0.18 (+0.31%)
VolumeN/A
Net Assets133.45B
MFAIX vs RERCX Comparison Chart
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MFAIX vs. RERCX commentary
Jun 07, 2025
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 MFAIX is a Hold and RERCX is a Buy.
FUNDAMENTALS
Fundamentals
RERCX has more cash in the bank: 133B vs. MFAIX (2.81B). RERCX pays higher dividends than MFAIX: RERCX (0.78) vs MFAIX (0.12). MFAIX was incepted earlier than RERCX: MFAIX (14 years) vs RERCX (23 years). RERCX (1.12) is less costly to investors than MFAIX (1.00). RERCX is a more actively managed with annual turnover of: 30.00 vs. MFAIX (26.00). RERCX has a lower initial minimum investment than MFAIX: RERCX (250) vs MFAIX (1000000). MFAIX annual gain was more profitable for investors over the last year : 15.90 vs. RERCX (2.42). MFAIX return over 5 years is better than : 31.21 vs. RERCX (17.00).
| MFAIX | RERCX | MFAIX / RERCX | |
| Total Expense Ratio | 1.00 | 1.12 | 89% |
| Annual Report Gross Expense Ratio | 1.00 | 1.12 | 89% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 14.494 | 13.133 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.81B | 133B | 2% |
| Annual Yield % from dividends | 0.12 | 0.78 | 15% |
| Returns for 1 year | 15.90 | 2.42 | 657% |
| Returns for 3 years | 28.27 | 16.00 | 177% |
| Returns for 5 years | 31.21 | 17.00 | 184% |
| Returns for 10 years | 97.83 | 24.20 | 404% |