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IASRX vs RCEEX
IASRX vs RCEEX Comparison
Open Charts IASRX vs RCEEX
Delaware Ivy Asset Strategy Fund Cl R
Price$22.34
Change-$0.14 (-0.62%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R2E
Price$72.82
Change-$0.08 (-0.11%)
VolumeN/A
CapitalizationN/A
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IASRX vs RCEEX Comparison Chart
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IASRX vs. RCEEX commentary
Sep 21, 2024
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 IASRX is a StrongBuy and RCEEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 110B vs. IASRX (1.85B). RCEEX (2.85) and IASRX (2.71) have matching dividends . IASRX was incepted earlier than RCEEX: IASRX (16 years) vs RCEEX (10 years). RCEEX is a more actively managed with annual turnover of: 106.00 vs. IASRX (74.00). IASRX has a lower initial minimum investment than RCEEX: IASRX (0) vs RCEEX (250). IASRX annual gain was more profitable for investors over the last year : 21.26 vs. RCEEX (18.31). RCEEX return over 5 years is better than : 29.88 vs. IASRX (13.17).
| IASRX | RCEEX | IASRX / RCEEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 13.379 | 11.556 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 110B | 2% |
| Annual Yield % from dividends | 2.71 | 2.85 | 95% |
| Returns for 1 year | 21.26 | 18.31 | 116% |
| Returns for 3 years | -9.77 | 14.47 | -68% |
| Returns for 5 years | 13.17 | 29.88 | 44% |
| Returns for 10 years | -21.89 | 35.54 | -62% |
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