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IASRX vs RIREX
IASRX vs RIREX Comparison
Open Charts IASRX vs RIREX
Macquarie Asset Strategy Fund Cl R
Price$23.69
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets1.84B
American Funds Capital Income Bldr R4
Price$79.51
Change-$0.08 (-0.10%)
VolumeN/A
Net Assets120.2B
IASRX vs RIREX Comparison Chart in %
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IASRX vs. RIREX commentary
Oct 08, 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: 120B vs. IASRX (1.85B). RIREX pays higher dividends than IASRX: RIREX (2.89) vs IASRX (0.99). 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 : 12.33 vs. IASRX (7.49). RIREX return over 5 years is better than : 52.35 vs. IASRX (17.76).
| 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 | 14.983 | 17.448 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 120B | 2% |
| Annual Yield % from dividends | 0.99 | 2.89 | 34% |
| Returns for 1 year | 7.49 | 12.33 | 61% |
| Returns for 3 years | 31.72 | 49.73 | 64% |
| Returns for 5 years | 17.76 | 52.35 | 34% |
| Returns for 10 years | 12.43 | 61.98 | 20% |
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