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IASRX vs RIRFX
IASRX vs RIRFX Comparison
Open Charts IASRX vs RIRFX
Macquarie Asset Strategy Fund Cl R
Price$20.43
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets1.66B
American Funds Capital Income Bldr R5
Price$70.07
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets105.74B
IASRX vs RIRFX Comparison Chart
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IASRX vs. RIRFX commentary
Apr 18, 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 Buy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 106B vs. IASRX (1.66B). RIRFX pays higher dividends than IASRX: RIRFX (3.42) vs IASRX (1.32). 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 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 : 10.82 vs. IASRX (0.66). RIRFX return over 5 years is better than : 50.36 vs. IASRX (19.78).
| 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 | -1.698 | 2.314 | -73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 106B | 2% |
| Annual Yield % from dividends | 1.32 | 3.42 | 39% |
| Returns for 1 year | 0.66 | 10.82 | 6% |
| Returns for 3 years | -2.59 | 14.84 | -17% |
| Returns for 5 years | 19.78 | 50.36 | 39% |
| Returns for 10 years | -13.42 | 46.36 | -29% |
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