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IVAEX vs RIRCX
IVAEX vs RIRCX Comparison
Open Charts IVAEX vs RIRCX
Macquarie Asset Strategy Fund Cl I
Price$23.91
Change-$0.08 (-0.33%)
VolumeN/A
Net Assets1.82B
American Funds Capital Income Bldr R3
Price$76.90
Change-$0.32 (-0.41%)
VolumeN/A
Net Assets116.7B
IVAEX vs RIRCX Comparison Chart in %
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IVAEX vs. RIRCX commentary
Jul 12, 2025
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: 117B vs. IVAEX (1.82B). RIRCX pays higher dividends than IVAEX: RIRCX (2.69) vs IVAEX (1.39). IVAEX was incepted earlier than RIRCX: IVAEX (18 years) vs RIRCX (23 years). RIRCX (0.91) is less costly to investors than IVAEX (0.81). IVAEX is a more actively managed with annual turnover of: 67.00 vs. RIRCX (56.00). 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 : 13.26 vs. IVAEX (5.98). RIRCX return over 5 years is better than : 48.52 vs. IVAEX (25.15).
| IVAEX | RIRCX | IVAEX / RIRCX | |
| Total Expense Ratio | 0.81 | 0.91 | 89% |
| Annual Report Gross Expense Ratio | 0.81 | 0.91 | 89% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 10.805 | 12.680 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 117B | 2% |
| Annual Yield % from dividends | 1.39 | 2.69 | 52% |
| Returns for 1 year | 5.98 | 13.26 | 45% |
| Returns for 3 years | 25.32 | 33.93 | 75% |
| Returns for 5 years | 25.15 | 48.52 | 52% |
| Returns for 10 years | 5.20 | 47.77 | 11% |
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