Ad is loading...
IVAEX vs RIRCX
IVAEX vs RIRCX Comparison
Open Charts IVAEX vs RIRCX
Macquarie Asset Strategy Fund Cl I
Price$22.17
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets1.72B
American Funds Capital Income Bldr R3
Price$72.32
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.37B
IVAEX vs RIRCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVAEX vs. RIRCX commentary
Apr 04, 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: 109B vs. IVAEX (1.72B). 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 : 9.81 vs. IVAEX (1.84). RIRCX return over 5 years is better than : 55.08 vs. IVAEX (42.48).
| 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 | 1.481 | 5.399 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 109B | 2% |
| Annual Yield % from dividends | 1.71 | 2.84 | 60% |
| Returns for 1 year | 1.84 | 9.81 | 19% |
| Returns for 3 years | -0.28 | 12.90 | -2% |
| Returns for 5 years | 42.48 | 55.08 | 77% |
| Returns for 10 years | -3.91 | 37.80 | -10% |
View a ticker or compare two or three
VS
VS
Ad is loading...