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IASRX vs RIRFX
IASRX vs RIRFX Comparison
Open Charts IASRX vs RIRFX
Macquarie Asset Strategy Fund Cl R
Price$21.62
Change-$0.24 (-1.10%)
VolumeN/A
Net Assets1.79B
American Funds Capital Income Bldr R5
Price$72.51
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
IASRX vs RIRFX Comparison Chart
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IASRX vs. RIRFX commentary
Feb 23, 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 Hold and RIRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. IASRX (1.79B). RIRFX pays higher dividends than IASRX: RIRFX (3.55) vs IASRX (2.71). IASRX was incepted earlier than RIRFX: IASRX (17 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 annual gain was more profitable for investors over the last year : 12.45 vs. IASRX (5.78). RIRFX return over 5 years is better than : 36.57 vs. IASRX (6.93).
| IASRX | RIRFX | IASRX / RIRFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 3.793 | 5.133 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 110B | 2% |
| Annual Yield % from dividends | 2.71 | 3.55 | 77% |
| Returns for 1 year | 5.78 | 12.45 | 46% |
| Returns for 3 years | 0.11 | 17.77 | 1% |
| Returns for 5 years | 6.93 | 36.57 | 19% |
| Returns for 10 years | -8.75 | 49.63 | -18% |