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IASRX vs RIREX
IASRX vs RIREX Comparison
Open Charts IASRX vs RIREX
Macquarie Asset Strategy Fund Cl R
Price$20.43
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets1.66B
American Funds Capital Income Bldr R4
Price$70.03
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets105.74B
IASRX vs RIREX Comparison Chart
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IASRX vs. RIREX commentary
Apr 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 Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 106B vs. IASRX (1.66B). RIREX pays higher dividends than IASRX: RIREX (3.13) vs IASRX (1.32). 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 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 : 10.48 vs. IASRX (0.66). RIREX return over 5 years is better than : 41.54 vs. IASRX (19.78).
| 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 | -1.698 | 2.224 | -76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 106B | 2% |
| Annual Yield % from dividends | 1.32 | 3.13 | 42% |
| Returns for 1 year | 0.66 | 10.48 | 6% |
| Returns for 3 years | -2.59 | 11.48 | -23% |
| Returns for 5 years | 19.78 | 41.54 | 48% |
| Returns for 10 years | -13.42 | 32.52 | -41% |