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IASRX vs RIRFX
IASRX vs RIRFX Comparison
Open Charts IASRX vs RIRFX
Macquarie Asset Strategy Fund Cl R
Price$22.67
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets1.81B
American Funds Capital Income Bldr R5
Price$76.06
Change+$0.22 (+0.29%)
VolumeN/A
Net Assets114.7B
IASRX vs RIRFX Comparison Chart in %
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IASRX vs. RIRFX commentary
Jun 28, 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 115B vs. IASRX (1.81B). RIRFX pays higher dividends than IASRX: RIRFX (3.30) vs IASRX (1.26). IASRX was incepted earlier than RIRFX: IASRX (17 years) vs RIRFX (23 years). IASRX (1.31) is less costly to investors than RIRFX (0.31). IASRX is a more actively managed with annual turnover of: 67.00 vs. RIRFX (56.00). IASRX has a lower initial minimum investment than RIRFX: IASRX (0) vs RIRFX (250). RIRFX annual gain was more profitable for investors over the last year : 15.50 vs. IASRX (5.98). RIRFX return over 5 years is better than : 60.32 vs. IASRX (23.69).
| IASRX | RIRFX | IASRX / RIRFX | |
| Total Expense Ratio | 1.31 | 0.31 | 423% |
| Annual Report Gross Expense Ratio | 1.31 | 0.31 | 423% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 9.525 | 11.823 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 115B | 2% |
| Annual Yield % from dividends | 1.26 | 3.30 | 38% |
| Returns for 1 year | 5.98 | 15.50 | 39% |
| Returns for 3 years | 19.41 | 34.87 | 56% |
| Returns for 5 years | 23.69 | 60.32 | 39% |
| Returns for 10 years | -0.28 | 66.82 | -0% |
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