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IASRX vs RIREX
IASRX vs RIREX Comparison
Open Charts IASRX vs RIREX
Macquarie Asset Strategy Fund Cl R
Price$22.75
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets1.81B
American Funds Capital Income Bldr R4
Price$76.77
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets115.86B
IASRX vs RIREX Comparison Chart in %
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IASRX vs. RIREX commentary
Jul 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 StrongBuy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 116B vs. IASRX (1.81B). RIREX pays higher dividends than IASRX: RIREX (2.97) vs IASRX (1.03). 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). IASRX is a more actively managed with annual turnover of: 67.00 vs. RIREX (56.00). 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 : 12.42 vs. IASRX (3.44). RIREX return over 5 years is better than : 47.81 vs. IASRX (18.65).
| 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 | 9.766 | 12.748 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 116B | 2% |
| Annual Yield % from dividends | 1.03 | 2.97 | 35% |
| Returns for 1 year | 3.44 | 12.42 | 28% |
| Returns for 3 years | 21.00 | 35.07 | 60% |
| Returns for 5 years | 18.65 | 47.81 | 39% |
| Returns for 10 years | -1.81 | 49.35 | -4% |
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