Interact to see
Advertisement
Advertisement
IVAEX vs RIRCX
IVAEX vs RIRCX Comparison
Open Charts IVAEX vs RIRCX
Macquarie Asset Strategy Fund Cl I
Price$24.39
Change+$0.16 (+0.66%)
VolumeN/A
Net Assets1.82B
American Funds Capital Income Bldr R3
Price$78.55
Change+$0.40 (+0.51%)
VolumeN/A
Net Assets117.62B
IVAEX vs RIRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVAEX vs. RIRCX commentary
Sep 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 118B vs. IVAEX (1.82B). RIRCX pays higher dividends than IVAEX: RIRCX (2.63) vs IVAEX (1.37). 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 : 11.54 vs. IVAEX (8.41). RIRCX return over 5 years is better than : 47.75 vs. IVAEX (19.63).
| 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 | 12.652 | 15.098 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 118B | 2% |
| Annual Yield % from dividends | 1.37 | 2.63 | 52% |
| Returns for 1 year | 8.41 | 11.54 | 73% |
| Returns for 3 years | 25.99 | 37.20 | 70% |
| Returns for 5 years | 19.63 | 47.75 | 41% |
| Returns for 10 years | 19.10 | 59.79 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement