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IRSVX vs RFKTX
IRSVX vs RFKTX Comparison Chart in %
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IRSVX vs. RFKTX commentary
Jul 09, 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 Hold and RFKTX is a Hold.
FUNDAMENTALS
Fundamentals
RFKTX has more cash in the bank: 27.3B vs. IRSVX (145M). IRSVX pays higher dividends than RFKTX: IRSVX (1.60) vs RFKTX (1.10). IRSVX was incepted earlier than RFKTX: IRSVX (13 years) vs RFKTX (15 years). IRSVX (0.39) and RFKTX (0.39) have similar cost to investors . IRSVX is a more actively managed with annual turnover of: 44.00 vs. RFKTX (5.00). RFKTX has a lower initial minimum investment than IRSVX: RFKTX (250) vs IRSVX (250000). RFKTX (13.57) and IRSVX (13.05) have marching annual gain over last year. RFKTX return over 5 years is better than : 49.89 vs. IRSVX (42.45).
| IRSVX | RFKTX | IRSVX / RFKTX | |
| Total Expense Ratio | 0.39 | 0.39 | 100% |
| Annual Report Gross Expense Ratio | 0.39 | 0.39 | 100% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 10.290 | 11.464 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 27.3B | 1% |
| Annual Yield % from dividends | 1.60 | 1.10 | 146% |
| Returns for 1 year | 13.05 | 13.57 | 96% |
| Returns for 3 years | 46.96 | 44.46 | 106% |
| Returns for 5 years | 42.45 | 49.89 | 85% |
| Returns for 10 years | 66.73 | 89.59 | 74% |
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