Interact to see
Advertisement
Advertisement
IRSVX vs RFKTX
IRSVX vs RFKTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IRSVX vs. RFKTX 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 RFKTX is a Hold.
FUNDAMENTALS
Fundamentals
RFKTX has more cash in the bank: 27.4B vs. IRSVX (148M). IRSVX pays higher dividends than RFKTX: IRSVX (1.60) vs RFKTX (1.10). IRSVX was incepted earlier than RFKTX: IRSVX (13 years) vs RFKTX (16 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 annual gain was more profitable for investors over the last year : 13.04 vs. IRSVX (11.74). RFKTX return over 5 years is better than : 45.49 vs. IRSVX (36.59).
| 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 | 16 years | - |
| Gain YTD | 10.221 | 11.540 | 89% |
| 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 | 1.10 | 146% |
| Returns for 1 year | 11.74 | 13.04 | 90% |
| Returns for 3 years | 38.19 | 36.84 | 104% |
| Returns for 5 years | 36.59 | 45.49 | 80% |
| Returns for 10 years | 64.85 | 87.28 | 74% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement