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IVAEX vs RIRBX
IVAEX vs RIRBX Comparison
Open Charts IVAEX vs RIRBX
Delaware Ivy Asset Strategy Fund Cl I
Price$22.32
Change-$0.08 (-0.36%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R2
Price$71.10
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
IVAEX vs RIRBX Comparison Chart
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IVAEX vs. RIRBX 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 IVAEX is a StrongBuy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 108B vs. IVAEX (1.81B). IVAEX pays higher dividends than RIRBX: IVAEX (2.99) vs RIRBX (2.55). IVAEX was incepted earlier than RIRBX: IVAEX (18 years) vs RIRBX (23 years). RIRBX is a more actively managed with annual turnover of: 106.00 vs. IVAEX (74.00). IVAEX has a lower initial minimum investment than RIRBX: IVAEX (0) vs RIRBX (250). RIRBX annual gain was more profitable for investors over the last year : 12.56 vs. IVAEX (11.42). RIRBX return over 5 years is better than : 22.94 vs. IVAEX (12.19).
| IVAEX | RIRBX | IVAEX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 10.507 | 11.171 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 108B | 2% |
| Annual Yield % from dividends | 2.99 | 2.55 | 118% |
| Returns for 1 year | 11.42 | 12.56 | 91% |
| Returns for 3 years | -2.43 | 11.37 | -21% |
| Returns for 5 years | 12.19 | 22.94 | 53% |
| Returns for 10 years | -2.82 | 33.77 | -8% |
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