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IASRX vs RIRFX
IASRX vs RIRFX Comparison
Open Charts IASRX vs RIRFX
Macquarie Asset Strategy Fund Cl R
Price$21.54
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.74B
American Funds Capital Income Bldr R5
Price$72.65
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.75B
IASRX vs RIRFX Comparison Chart
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IASRX vs. RIRFX commentary
May 12, 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: 110B vs. IASRX (1.74B). RIRFX pays higher dividends than IASRX: RIRFX (3.41) vs IASRX (1.31). 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). RIRFX (56.00) and IASRX (54.00) have comparable annual turnover. 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 : 10.55 vs. IASRX (2.64). RIRFX return over 5 years is better than : 56.68 vs. IASRX (24.54).
| 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 | 3.642 | 6.082 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 110B | 2% |
| Annual Yield % from dividends | 1.31 | 3.41 | 39% |
| Returns for 1 year | 2.64 | 10.55 | 25% |
| Returns for 3 years | 11.38 | 26.08 | 44% |
| Returns for 5 years | 24.54 | 56.68 | 43% |
| Returns for 10 years | -8.18 | 51.97 | -16% |
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