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IASRX vs RIRFX
IASRX vs RIRFX Comparison
Open Charts IASRX vs RIRFX
Macquarie Asset Strategy Fund Cl R
Price$23.69
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets1.84B
American Funds Capital Income Bldr R5
Price$79.54
Change-$0.09 (-0.11%)
VolumeN/A
Net Assets120.2B
IASRX vs RIRFX Comparison Chart in %
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IASRX vs. RIRFX commentary
Oct 08, 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: 120B vs. IASRX (1.85B). RIRFX pays higher dividends than IASRX: RIRFX (3.17) vs IASRX (0.99). 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 : 12.65 vs. IASRX (7.49). RIRFX return over 5 years is better than : 59.77 vs. IASRX (17.76).
| 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 | 14.983 | 17.703 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 120B | 2% |
| Annual Yield % from dividends | 0.99 | 3.17 | 31% |
| Returns for 1 year | 7.49 | 12.65 | 59% |
| Returns for 3 years | 31.72 | 52.72 | 60% |
| Returns for 5 years | 17.76 | 59.77 | 30% |
| Returns for 10 years | 12.43 | 79.14 | 16% |
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