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IASRX vs RIREX
IASRX vs RIREX Comparison
Open Charts IASRX vs RIREX
Macquarie Asset Strategy Fund Cl R
Price$23.11
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets1.81B
American Funds Capital Income Bldr R4
Price$78.32
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets117.97B
IASRX vs RIREX Comparison Chart in %
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IASRX vs. RIREX commentary
Aug 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 118B 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 : 10.75 vs. IASRX (4.98). RIREX return over 5 years is better than : 47.90 vs. IASRX (13.13).
| 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 | 11.651 | 15.025 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 118B | 2% |
| Annual Yield % from dividends | 1.03 | 2.97 | 35% |
| Returns for 1 year | 4.98 | 10.75 | 46% |
| Returns for 3 years | 19.11 | 34.31 | 56% |
| Returns for 5 years | 13.13 | 47.90 | 27% |
| Returns for 10 years | 10.62 | 60.30 | 18% |