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IRSVX vs RCMTX
IRSVX vs RCMTX Comparison Chart in %
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IRSVX vs. RCMTX commentary
Aug 02, 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: 27.4B vs. IRSVX (148M). IRSVX pays higher dividends than RCMTX: IRSVX (1.60) vs RCMTX (0.58). IRSVX was incepted earlier than RCMTX: IRSVX (13 years) vs RCMTX (16 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 (12.24) and IRSVX (11.74) have marching annual gain over last year. RCMTX return over 5 years is better than : 41.83 vs. IRSVX (36.59).
| 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 | 16 years | - |
| Gain YTD | 10.221 | 11.111 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 27.4B | 1% |
| Annual Yield % from dividends | 1.60 | 0.58 | 278% |
| Returns for 1 year | 11.74 | 12.24 | 96% |
| Returns for 3 years | 38.19 | 34.78 | 110% |
| Returns for 5 years | 36.59 | 41.83 | 87% |
| Returns for 10 years | 64.85 | 81.23 | 80% |
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