Interact to see
Advertisement
Advertisement
IASRX vs RIREX
IASRX vs RIREX Comparison
Open Charts IASRX vs RIREX
Macquarie Asset Strategy Fund Cl R
Price$22.59
Change+$0.14 (+0.62%)
VolumeN/A
Net Assets1.8B
American Funds Capital Income Bldr R4
Price$75.81
Change+$0.54 (+0.72%)
VolumeN/A
Net Assets113.9B
IASRX vs RIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IASRX vs. RIREX commentary
Jun 27, 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: 114B vs. IASRX (1.8B). RIREX pays higher dividends than IASRX: RIREX (3.02) vs IASRX (1.26). 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 : 14.79 vs. IASRX (5.80). RIREX return over 5 years is better than : 51.44 vs. IASRX (23.25).
| 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 | 9.138 | 11.338 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 114B | 2% |
| Annual Yield % from dividends | 1.26 | 3.02 | 42% |
| Returns for 1 year | 5.80 | 14.79 | 39% |
| Returns for 3 years | 17.87 | 30.64 | 58% |
| Returns for 5 years | 23.25 | 51.44 | 45% |
| Returns for 10 years | -0.60 | 50.20 | -1% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement