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IVAEX vs RIRCX
IVAEX vs RIRCX Comparison
Open Charts IVAEX vs RIRCX
Macquarie Asset Strategy Fund Cl I
Price$23.41
Change-$0.20 (-0.85%)
VolumeN/A
Net Assets1.79B
American Funds Capital Income Bldr R3
Price$75.23
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
IVAEX vs RIRCX Comparison Chart
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IVAEX vs. RIRCX commentary
Jun 15, 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 Hold and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 114B vs. IVAEX (1.79B). RIRCX pays higher dividends than IVAEX: RIRCX (2.74) vs IVAEX (1.63). 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). RIRCX (56.00) and IVAEX (54.00) have comparable annual turnover. 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 : 13.55 vs. IVAEX (5.02). RIRCX return over 5 years is better than : 46.72 vs. IVAEX (25.84).
| 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 | 7.594 | 10.233 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 114B | 2% |
| Annual Yield % from dividends | 1.63 | 2.74 | 59% |
| Returns for 1 year | 5.02 | 13.55 | 37% |
| Returns for 3 years | 21.63 | 31.29 | 69% |
| Returns for 5 years | 25.84 | 46.72 | 55% |
| Returns for 10 years | 1.99 | 44.10 | 5% |
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