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IASRX vs RIRCX
IASRX vs RIRCX Comparison
Open Charts IASRX vs RIRCX
Macquarie Asset Strategy Fund Cl R
Price$21.54
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.74B
American Funds Capital Income Bldr R3
Price$72.63
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets109.75B
IASRX vs RIRCX Comparison Chart
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IASRX vs. RIRCX commentary
May 12, 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: 110B vs. IASRX (1.74B). RIRCX pays higher dividends than IASRX: RIRCX (2.83) vs IASRX (1.31). 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). RIRCX (56.00) and IASRX (54.00) have comparable annual turnover. 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 : 9.89 vs. IASRX (2.64). RIRCX return over 5 years is better than : 45.88 vs. IASRX (24.54).
| 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 | 3.642 | 5.851 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 110B | 2% |
| Annual Yield % from dividends | 1.31 | 2.83 | 46% |
| Returns for 1 year | 2.64 | 9.89 | 27% |
| Returns for 3 years | 11.38 | 21.51 | 53% |
| Returns for 5 years | 24.54 | 45.88 | 53% |
| Returns for 10 years | -8.18 | 35.86 | -23% |
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