Ad is loading...
IASRX vs RIRCX
IASRX vs RIRCX Comparison
Open Charts IASRX vs RIRCX
Macquarie Asset Strategy Fund Cl R
Price$21.62
Change-$0.24 (-1.10%)
VolumeN/A
Net Assets1.79B
American Funds Capital Income Bldr R3
Price$72.48
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
IASRX vs RIRCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IASRX vs. RIRCX commentary
Feb 23, 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 Hold and RIRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 110B vs. IASRX (1.79B). RIRCX pays higher dividends than IASRX: RIRCX (2.97) vs IASRX (2.71). IASRX was incepted earlier than RIRCX: IASRX (17 years) vs RIRCX (23 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). RIRCX annual gain was more profitable for investors over the last year : 11.78 vs. IASRX (5.78). RIRCX return over 5 years is better than : 26.43 vs. IASRX (6.93).
| IASRX | RIRCX | IASRX / RIRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 3.793 | 5.043 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 110B | 2% |
| Annual Yield % from dividends | 2.71 | 2.97 | 91% |
| Returns for 1 year | 5.78 | 11.78 | 49% |
| Returns for 3 years | 0.11 | 13.04 | 1% |
| Returns for 5 years | 6.93 | 26.43 | 26% |
| Returns for 10 years | -8.75 | 33.97 | -26% |
View a ticker or compare two or three
VS
VS
Ad is loading...