Ad is loading...
IASTX vs RIRHX
IASTX vs RIRHX Comparison
Open Charts IASTX vs RIRHX
Delaware Ivy Asset Strategy Fund Cl R6
Price$22.38
Change-$0.09 (-0.40%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5E
Price$72.63
Change-$0.37 (-0.51%)
VolumeN/A
CapitalizationN/A
IASTX vs RIRHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IASTX vs. RIRHX commentary
Dec 19, 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 IASTX is a StrongBuy and RIRHX is a Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 109B vs. IASTX (1.81B). RIRHX pays higher dividends than IASTX: RIRHX (3.45) vs IASTX (3.06). IASTX was incepted earlier than RIRHX: IASTX (10 years) vs RIRHX (9 years). RIRHX is a more actively managed with annual turnover of: 106.00 vs. IASTX (74.00). IASTX has a lower initial minimum investment than RIRHX: IASTX (0) vs RIRHX (250). RIRHX annual gain was more profitable for investors over the last year : 13.65 vs. IASTX (11.51). RIRHX return over 5 years is better than : 26.76 vs. IASTX (13.34).
| IASTX | RIRHX | IASTX / RIRHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 10.538 | 12.184 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 109B | 2% |
| Annual Yield % from dividends | 3.06 | 3.45 | 89% |
| Returns for 1 year | 11.51 | 13.65 | 84% |
| Returns for 3 years | -1.72 | 13.72 | -13% |
| Returns for 5 years | 13.34 | 26.76 | 50% |
| Returns for 10 years | -2.03 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...