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IASRX vs RIRCX
IASRX vs RIRCX Comparison
Open Charts IASRX vs RIRCX
Macquarie Asset Strategy Fund Cl R
Price$20.43
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets1.66B
American Funds Capital Income Bldr R3
Price$70.08
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets105.74B
IASRX vs RIRCX Comparison Chart
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IASRX vs. RIRCX 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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 106B vs. IASRX (1.66B). RIRCX pays higher dividends than IASRX: RIRCX (2.84) vs IASRX (1.32). IASRX was incepted earlier than RIRCX: IASRX (17 years) vs RIRCX (23 years). IASRX (1.31) is less costly to investors than RIRCX (0.91). IASRX has a lower initial minimum investment than RIRCX: IASRX (0) vs RIRCX (250). RIRCX annual gain was more profitable for investors over the last year : 10.16 vs. IASRX (0.66). RIRCX return over 5 years is better than : 40.00 vs. IASRX (19.78).
| IASRX | RIRCX | IASRX / RIRCX | |
| Total Expense Ratio | 1.31 | 0.91 | 144% |
| Annual Report Gross Expense Ratio | 1.31 | 0.91 | 144% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -1.698 | 2.134 | -80% |
| 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 | 2.84 | 47% |
| Returns for 1 year | 0.66 | 10.16 | 7% |
| Returns for 3 years | -2.59 | 10.69 | -24% |
| Returns for 5 years | 19.78 | 40.00 | 49% |
| Returns for 10 years | -13.42 | 30.85 | -43% |
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