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IASRX vs RIREX
IASRX vs RIREX Comparison
Open Charts IASRX vs RIREX
Macquarie Asset Strategy Fund Cl R
Price$21.62
Change-$0.24 (-1.10%)
VolumeN/A
Net Assets1.79B
American Funds Capital Income Bldr R4
Price$72.45
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
IASRX vs RIREX Comparison Chart
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IASRX vs. RIREX 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 RIREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 110B vs. IASRX (1.79B). RIREX pays higher dividends than IASRX: RIREX (3.26) vs IASRX (2.71). IASRX was incepted earlier than RIREX: IASRX (17 years) vs RIREX (23 years). RIREX is a more actively managed with annual turnover of: 106.00 vs. IASRX (74.00). 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 : 12.12 vs. IASRX (5.78). RIREX return over 5 years is better than : 27.73 vs. IASRX (6.93).
| IASRX | RIREX | IASRX / RIREX | |
| 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 | 5.091 | 74% |
| 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 | 3.26 | 83% |
| Returns for 1 year | 5.78 | 12.12 | 48% |
| Returns for 3 years | 0.11 | 13.78 | 1% |
| Returns for 5 years | 6.93 | 27.73 | 25% |
| Returns for 10 years | -8.75 | 35.58 | -25% |