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IASRX vs RIRCX
IASRX vs RIRCX Comparison
Open Charts IASRX vs RIRCX
Delaware Ivy Asset Strategy Fund Cl R
Price$22.42
Change+$0.07 (+0.31%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R3
Price$72.70
Change+$0.28 (+0.39%)
VolumeN/A
CapitalizationN/A
IASRX vs RIRCX Comparison Chart
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IASRX vs. RIRCX commentary
Nov 23, 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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 108B vs. IASRX (1.8B). RIRCX pays higher dividends than IASRX: RIRCX (2.97) vs IASRX (2.71). IASRX was incepted earlier than RIRCX: IASRX (16 years) vs RIRCX (22 years). RIRCX is a more actively managed with annual turnover of: 106.00 vs. IASRX (74.00). IASRX has a lower initial minimum investment than RIRCX: IASRX (0) vs RIRCX (250). IASRX annual gain was more profitable for investors over the last year : 20.10 vs. RIRCX (17.85). RIRCX return over 5 years is better than : 27.68 vs. IASRX (11.86).
| IASRX | RIRCX | IASRX / RIRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | 14.861 | 11.603 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 108B | 2% |
| Annual Yield % from dividends | 2.71 | 2.97 | 91% |
| Returns for 1 year | 20.10 | 17.85 | 113% |
| Returns for 3 years | -10.50 | 12.71 | -83% |
| Returns for 5 years | 11.86 | 27.68 | 43% |
| Returns for 10 years | -21.10 | 34.68 | -61% |
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