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IASRX vs RIRBX
IASRX vs RIRBX Comparison
Open Charts IASRX vs RIRBX
Delaware Ivy Asset Strategy Fund Cl R
Price$22.34
Change-$0.14 (-0.62%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R2
Price$73.23
Change-$0.09 (-0.12%)
VolumeN/A
CapitalizationN/A
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IASRX vs RIRBX Comparison Chart
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IASRX vs. RIRBX 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 RIRBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 110B vs. IASRX (1.85B). IASRX pays higher dividends than RIRBX: IASRX (2.71) vs RIRBX (2.55). IASRX was incepted earlier than RIRBX: IASRX (16 years) vs RIRBX (22 years). RIRBX is a more actively managed with annual turnover of: 106.00 vs. IASRX (74.00). IASRX has a lower initial minimum investment than RIRBX: IASRX (0) vs RIRBX (250). IASRX annual gain was more profitable for investors over the last year : 21.26 vs. RIRBX (17.97). RIRBX return over 5 years is better than : 28.71 vs. IASRX (13.17).
| IASRX | RIRBX | IASRX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | 13.379 | 11.339 | 118% |
| 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 | 2.55 | 107% |
| Returns for 1 year | 21.26 | 17.97 | 118% |
| Returns for 3 years | -9.77 | 13.77 | -71% |
| Returns for 5 years | 13.17 | 28.71 | 46% |
| Returns for 10 years | -21.89 | 34.33 | -64% |
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