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IVAEX vs RIRCX
IVAEX vs RIRCX Comparison
Open Charts IVAEX vs RIRCX
Macquarie Asset Strategy Fund Cl I
Price$21.95
Change+$0.31 (+1.43%)
VolumeN/A
Net Assets1.68B
American Funds Capital Income Bldr R3
Price$71.48
Change+$0.74 (+1.05%)
VolumeN/A
Net Assets107.13B
IVAEX vs RIRCX Comparison Chart
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IVAEX vs. RIRCX commentary
Apr 25, 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 Buy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 107B vs. IVAEX (1.68B). RIRCX pays higher dividends than IVAEX: RIRCX (2.84) vs IVAEX (1.71). 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 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 : 10.36 vs. IVAEX (1.56). RIRCX return over 5 years is better than : 45.14 vs. IVAEX (26.86).
| 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 | -0.541 | 4.175 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 107B | 2% |
| Annual Yield % from dividends | 1.71 | 2.84 | 60% |
| Returns for 1 year | 1.56 | 10.36 | 15% |
| Returns for 3 years | 2.75 | 14.63 | 19% |
| Returns for 5 years | 26.86 | 45.14 | 60% |
| Returns for 10 years | -7.93 | 32.51 | -24% |
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