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IASRX vs RCEEX
IASRX vs RCEEX Comparison
Open Charts IASRX vs RCEEX
Macquarie Asset Strategy Fund Cl R
Price$20.43
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets1.66B
American Funds Capital Income Bldr R2E
Price$69.70
Change+$0.29 (+0.42%)
VolumeN/A
Net Assets105.74B
IASRX vs RCEEX Comparison Chart
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IASRX vs. RCEEX commentary
Apr 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 IASRX is a Buy and RCEEX is a Buy.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 106B vs. IASRX (1.66B). RCEEX pays higher dividends than IASRX: RCEEX (2.71) vs IASRX (1.32). IASRX was incepted earlier than RCEEX: IASRX (17 years) vs RCEEX (11 years). IASRX (1.31) is less costly to investors than RCEEX (1.07). IASRX has a lower initial minimum investment than RCEEX: IASRX (0) vs RCEEX (250). RCEEX annual gain was more profitable for investors over the last year : 9.97 vs. IASRX (0.66). RCEEX return over 5 years is better than : 39.15 vs. IASRX (19.78).
| IASRX | RCEEX | IASRX / RCEEX | |
| Total Expense Ratio | 1.31 | 1.07 | 122% |
| Annual Report Gross Expense Ratio | 1.31 | 1.07 | 122% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | -1.698 | 2.078 | -82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 106B | 2% |
| Annual Yield % from dividends | 1.32 | 2.71 | 49% |
| Returns for 1 year | 0.66 | 9.97 | 7% |
| Returns for 3 years | -2.59 | 10.24 | -25% |
| Returns for 5 years | 19.78 | 39.15 | 51% |
| Returns for 10 years | -13.42 | 29.55 | -45% |
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