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IVAEX vs RIRCX
IVAEX vs RIRCX Comparison
Open Charts IVAEX vs RIRCX
Macquarie Asset Strategy Fund Cl I
Price$22.66
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets1.79B
American Funds Capital Income Bldr R3
Price$71.11
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets107.94B
IVAEX vs RIRCX Comparison Chart
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IVAEX vs. RIRCX commentary
Jan 31, 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: 108B vs. IVAEX (1.79B). IVAEX (2.99) and RIRCX (2.97) have matching dividends . IVAEX was incepted earlier than RIRCX: IVAEX (18 years) vs RIRCX (23 years). RIRCX is a more actively managed with annual turnover of: 106.00 vs. IVAEX (74.00). IVAEX has a lower initial minimum investment than RIRCX: IVAEX (0) vs RIRCX (250). RIRCX (11.00) and IVAEX (10.85) have marching annual gain over last year. RIRCX return over 5 years is better than : 26.06 vs. IVAEX (13.79).
| IVAEX | RIRCX | IVAEX / RIRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 3.802 | 3.058 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 108B | 2% |
| Annual Yield % from dividends | 2.99 | 2.97 | 101% |
| Returns for 1 year | 10.85 | 11.00 | 99% |
| Returns for 3 years | -0.25 | 9.28 | -3% |
| Returns for 5 years | 13.79 | 26.06 | 53% |
| Returns for 10 years | 0.39 | 34.23 | 1% |
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