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IVAEX vs RIRCX
IVAEX vs RIRCX Comparison
Open Charts IVAEX vs RIRCX
Macquarie Asset Strategy Fund Cl I
Price$24.50
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.79B
American Funds Capital Income Bldr R3
Price$79.01
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
IVAEX vs RIRCX Comparison Chart in %
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IVAEX vs. RIRCX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 119B vs. IVAEX (1.79B). RIRCX pays higher dividends than IVAEX: RIRCX (2.61) vs IVAEX (1.34). IVAEX was incepted earlier than RIRCX: IVAEX (19 years) vs RIRCX (23 years). RIRCX (0.91) and IVAEX (0.87) have similar cost to investors . 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 : 12.70 vs. IVAEX (6.59). RIRCX return over 5 years is better than : 44.57 vs. IVAEX (15.15).
| IVAEX | RIRCX | IVAEX / RIRCX | |
| Total Expense Ratio | 0.87 | 0.91 | 96% |
| Annual Report Gross Expense Ratio | 0.87 | 0.91 | 96% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 13.552 | 16.354 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 119B | 2% |
| Annual Yield % from dividends | 1.34 | 2.61 | 51% |
| Returns for 1 year | 6.59 | 12.70 | 52% |
| Returns for 3 years | 23.51 | 35.63 | 66% |
| Returns for 5 years | 15.15 | 44.57 | 34% |
| Returns for 10 years | 16.20 | 58.78 | 28% |
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