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IVAEX vs RIRCX
IVAEX vs RIRCX Comparison
Open Charts IVAEX vs RIRCX
Macquarie Asset Strategy Fund Cl I
Price$22.98
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.77B
American Funds Capital Income Bldr R3
Price$73.94
Change+$0.16 (+0.22%)
VolumeN/A
Net Assets111.58B
IVAEX vs RIRCX Comparison Chart
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IVAEX vs. RIRCX commentary
May 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: 112B vs. IVAEX (1.77B). RIRCX pays higher dividends than IVAEX: RIRCX (2.83) vs IVAEX (1.69). 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 : 11.66 vs. IVAEX (4.15). RIRCX return over 5 years is better than : 48.97 vs. IVAEX (30.10).
| 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 | 5.617 | 7.760 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 112B | 2% |
| Annual Yield % from dividends | 1.69 | 2.83 | 60% |
| Returns for 1 year | 4.15 | 11.66 | 36% |
| Returns for 3 years | 14.54 | 20.74 | 70% |
| Returns for 5 years | 30.10 | 48.97 | 61% |
| Returns for 10 years | -1.57 | 38.69 | -4% |
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