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IASRX vs RIREX
IASRX vs RIREX Comparison
Open Charts IASRX vs RIREX
Macquarie Asset Strategy Fund Cl R
Price$21.54
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.74B
American Funds Capital Income Bldr R4
Price$72.60
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.75B
IASRX vs RIREX Comparison Chart
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IASRX vs. RIREX 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 110B vs. IASRX (1.74B). RIREX pays higher dividends than IASRX: RIREX (3.12) vs IASRX (1.31). IASRX was incepted earlier than RIREX: IASRX (17 years) vs RIREX (23 years). IASRX (1.31) is less costly to investors than RIREX (0.62). RIREX (56.00) and IASRX (54.00) have comparable annual turnover. IASRX has a lower initial minimum investment than RIREX: IASRX (0) vs RIREX (250). RIREX annual gain was more profitable for investors over the last year : 10.22 vs. IASRX (2.64). RIREX return over 5 years is better than : 47.50 vs. IASRX (24.54).
| IASRX | RIREX | IASRX / RIREX | |
| Total Expense Ratio | 1.31 | 0.62 | 211% |
| Annual Report Gross Expense Ratio | 1.31 | 0.62 | 211% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 3.642 | 5.975 | 61% |
| 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 | 3.12 | 42% |
| Returns for 1 year | 2.64 | 10.22 | 26% |
| Returns for 3 years | 11.38 | 22.39 | 51% |
| Returns for 5 years | 24.54 | 47.50 | 52% |
| Returns for 10 years | -8.18 | 37.61 | -22% |
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