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IASRX vs RIRFX
IASRX vs RIRFX Comparison
Open Charts IASRX vs RIRFX
Delaware Ivy Asset Strategy Fund Cl R
Price$21.10
Change+$0.10 (+0.48%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5
Price$69.43
Change+$0.36 (+0.52%)
VolumeN/A
CapitalizationN/A
IASRX vs RIRFX Comparison Chart
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IASRX vs. RIRFX commentary
Dec 25, 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: 106B vs. IASRX (1.77B). 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). RIRFX (8.79) and IASRX (8.71) have marching annual gain over last year. RIRFX return over 5 years is better than : 31.41 vs. IASRX (6.24).
| 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 | 8.156 | 8.088 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 106B | 2% |
| Annual Yield % from dividends | 2.71 | 3.55 | 77% |
| Returns for 1 year | 8.71 | 8.79 | 99% |
| Returns for 3 years | -7.53 | 11.22 | -67% |
| Returns for 5 years | 6.24 | 31.41 | 20% |
| Returns for 10 years | -9.40 | 45.44 | -21% |
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