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IRSVX vs RCMTX
IRSVX vs RCMTX Comparison Chart in %
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IRSVX vs. RCMTX commentary
Jun 18, 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 IRSVX is a Buy and RCMTX is a Hold.
FUNDAMENTALS
Fundamentals
RCMTX has more cash in the bank: 26.4B vs. IRSVX (139M). IRSVX pays higher dividends than RCMTX: IRSVX (1.67) vs RCMTX (0.61). IRSVX was incepted earlier than RCMTX: IRSVX (13 years) vs RCMTX (15 years). RCMTX (1.03) is less costly to investors than IRSVX (0.39). IRSVX is a more actively managed with annual turnover of: 44.00 vs. RCMTX (5.00). RCMTX has a lower initial minimum investment than IRSVX: RCMTX (250) vs IRSVX (250000). RCMTX annual gain was more profitable for investors over the last year : 10.42 vs. IRSVX (9.46). RCMTX return over 5 years is better than : 43.09 vs. IRSVX (37.28).
| IRSVX | RCMTX | IRSVX / RCMTX | |
| Total Expense Ratio | 0.39 | 1.03 | 38% |
| Annual Report Gross Expense Ratio | 0.39 | 1.03 | 38% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 5.594 | 7.304 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 26.4B | 1% |
| Annual Yield % from dividends | 1.67 | 0.61 | 276% |
| Returns for 1 year | 9.46 | 10.42 | 91% |
| Returns for 3 years | 44.61 | 41.31 | 108% |
| Returns for 5 years | 37.28 | 43.09 | 87% |
| Returns for 10 years | 56.12 | 73.40 | 76% |
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