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IASRX vs RIRFX
IASRX vs RIRFX Comparison
Open Charts IASRX vs RIRFX
Delaware Ivy Asset Strategy Fund Cl R
Price$22.42
Change+$0.07 (+0.31%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5
Price$72.74
Change+$0.29 (+0.40%)
VolumeN/A
CapitalizationN/A
IASRX vs RIRFX Comparison Chart
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IASRX vs. RIRFX commentary
Nov 23, 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 108B vs. IASRX (1.8B). RIRFX pays higher dividends than IASRX: RIRFX (3.55) vs IASRX (2.71). IASRX was incepted earlier than RIRFX: IASRX (16 years) vs RIRFX (23 years). RIRFX is a more actively managed with annual turnover of: 106.00 vs. IASRX (74.00). IASRX has a lower initial minimum investment than RIRFX: IASRX (0) vs RIRFX (250). IASRX annual gain was more profitable for investors over the last year : 20.10 vs. RIRFX (18.55). RIRFX return over 5 years is better than : 38.86 vs. IASRX (11.86).
| IASRX | RIRFX | IASRX / RIRFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 14.861 | 12.214 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 108B | 2% |
| Annual Yield % from dividends | 2.71 | 3.55 | 77% |
| Returns for 1 year | 20.10 | 18.55 | 108% |
| Returns for 3 years | -10.50 | 17.43 | -60% |
| Returns for 5 years | 11.86 | 38.86 | 31% |
| Returns for 10 years | -21.10 | 50.44 | -42% |
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