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IASRX vs RIREX
IASRX vs RIREX Comparison
Open Charts IASRX vs RIREX
Delaware Ivy Asset Strategy Fund Cl R
Price$21.10
Change+$0.10 (+0.48%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R4
Price$69.41
Change+$0.36 (+0.52%)
VolumeN/A
CapitalizationN/A
IASRX vs RIREX Comparison Chart
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IASRX vs. RIREX commentary
Dec 25, 2024
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: 106B vs. IASRX (1.77B). RIREX pays higher dividends than IASRX: RIREX (3.26) vs IASRX (2.71). IASRX was incepted earlier than RIREX: IASRX (16 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). IASRX (8.71) and RIREX (8.47) have marching annual gain over last year. RIREX return over 5 years is better than : 22.91 vs. IASRX (6.24).
| IASRX | RIREX | IASRX / RIREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 8.156 | 7.777 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 106B | 2% |
| Annual Yield % from dividends | 2.71 | 3.26 | 83% |
| Returns for 1 year | 8.71 | 8.47 | 103% |
| Returns for 3 years | -7.53 | 7.45 | -101% |
| Returns for 5 years | 6.24 | 22.91 | 27% |
| Returns for 10 years | -9.40 | 31.79 | -30% |
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