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IVAEX vs RCEEX
IVAEX vs RCEEX Comparison
Open Charts IVAEX vs RCEEX
Delaware Ivy Asset Strategy Fund Cl I
Price$23.35
Change-$0.17 (-0.72%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R2E
Price$72.82
Change-$0.08 (-0.11%)
VolumeN/A
CapitalizationN/A
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IVAEX vs RCEEX Comparison Chart
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IVAEX vs. RCEEX commentary
Sep 21, 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 IVAEX is a StrongBuy and RCEEX is a Buy.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 110B vs. IVAEX (1.85B). IVAEX pays higher dividends than RCEEX: IVAEX (2.99) vs RCEEX (2.85). IVAEX was incepted earlier than RCEEX: IVAEX (17 years) vs RCEEX (10 years). RCEEX is a more actively managed with annual turnover of: 106.00 vs. IVAEX (74.00). IVAEX has a lower initial minimum investment than RCEEX: IVAEX (0) vs RCEEX (250). IVAEX annual gain was more profitable for investors over the last year : 25.78 vs. RCEEX (20.68). RCEEX return over 5 years is better than : 30.67 vs. IVAEX (18.83).
| IVAEX | RCEEX | IVAEX / RCEEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 15.237 | 12.234 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 110B | 2% |
| Annual Yield % from dividends | 2.99 | 2.85 | 105% |
| Returns for 1 year | 25.78 | 20.68 | 125% |
| Returns for 3 years | -5.63 | 16.27 | -35% |
| Returns for 5 years | 18.83 | 30.67 | 61% |
| Returns for 10 years | -14.56 | 37.60 | -39% |