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IVAEX vs RIRCX
IVAEX vs RIRCX Comparison
Open Charts IVAEX vs RIRCX
Delaware Ivy Asset Strategy Fund Cl I
Price$22.32
Change-$0.08 (-0.36%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R3
Price$72.72
Change-$0.38 (-0.52%)
VolumeN/A
CapitalizationN/A
IVAEX vs RIRCX Comparison Chart
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IVAEX vs. RIRCX 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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 109B vs. IVAEX (1.81B). IVAEX (2.99) and RIRCX (2.97) have matching dividends . IVAEX was incepted earlier than RIRCX: IVAEX (18 years) vs RIRCX (23 years). RIRCX is a more actively managed with annual turnover of: 106.00 vs. IVAEX (74.00). IVAEX has a lower initial minimum investment than RIRCX: IVAEX (0) vs RIRCX (250). RIRCX annual gain was more profitable for investors over the last year : 13.07 vs. IVAEX (11.42). RIRCX return over 5 years is better than : 24.74 vs. IVAEX (12.19).
| IVAEX | RIRCX | IVAEX / RIRCX | |
| 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 | 11.634 | 90% |
| 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 | 2.99 | 2.97 | 101% |
| Returns for 1 year | 11.42 | 13.07 | 87% |
| Returns for 3 years | -2.43 | 12.47 | -20% |
| Returns for 5 years | 12.19 | 24.74 | 49% |
| Returns for 10 years | -2.82 | 36.23 | -8% |