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IRSVX vs RFKTX
IRSVX vs RFKTX Comparison Chart in %
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IRSVX vs. RFKTX 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 RFKTX is a Hold.
FUNDAMENTALS
Fundamentals
RFKTX has more cash in the bank: 26.4B vs. IRSVX (139M). IRSVX pays higher dividends than RFKTX: IRSVX (1.67) vs RFKTX (1.16). 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 (9.53) and IRSVX (9.46) have marching annual gain over last year. RFKTX return over 5 years is better than : 45.49 vs. IRSVX (37.28).
| 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 | 5.594 | 6.810 | 82% |
| 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 | 1.16 | 145% |
| Returns for 1 year | 9.46 | 9.53 | 99% |
| Returns for 3 years | 44.61 | 42.37 | 105% |
| Returns for 5 years | 37.28 | 45.49 | 82% |
| Returns for 10 years | 56.12 | 77.71 | 72% |
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