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IMAIX vs RIRFX
IMAIX vs RIRFX Comparison
Open Charts IMAIX vs RIRFX
Delaware Ivy Multi-Asset Income I
Price$9.86
Change+$0.01 (+0.10%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5
Price$73.91
Change+$0.03 (+0.04%)
VolumeN/A
CapitalizationN/A
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IMAIX vs RIRFX Comparison Chart
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IMAIX vs. RIRFX commentary
Oct 18, 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 IMAIX is a Buy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 111B vs. IMAIX (80.1M). IMAIX pays higher dividends than RIRFX: IMAIX (5.53) vs RIRFX (3.55). IMAIX was incepted earlier than RIRFX: IMAIX (9 years) vs RIRFX (22 years). RIRFX is a more actively managed with annual turnover of: 106.00 vs. IMAIX (51.00). IMAIX has a lower initial minimum investment than RIRFX: IMAIX (0) vs RIRFX (250). RIRFX annual gain was more profitable for investors over the last year : 23.88 vs. IMAIX (16.29). RIRFX return over 5 years is better than : 43.60 vs. IMAIX (16.67).
| IMAIX | RIRFX | IMAIX / RIRFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 7.110 | 13.972 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.1M | 111B | 0% |
| Annual Yield % from dividends | 5.53 | 3.55 | 156% |
| Returns for 1 year | 16.29 | 23.88 | 68% |
| Returns for 3 years | -1.16 | 20.03 | -6% |
| Returns for 5 years | 16.67 | 43.60 | 38% |
| Returns for 10 years | N/A | 61.33 | - |
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