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IVAEX vs RIREX
IVAEX vs RIREX Comparison
Open Charts IVAEX vs RIREX
Macquarie Asset Strategy Fund Cl I
Price$22.68
Change-$0.25 (-1.09%)
VolumeN/A
Net Assets1.79B
American Funds Capital Income Bldr R4
Price$72.45
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
IVAEX vs RIREX Comparison Chart
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IVAEX vs. RIREX commentary
Feb 23, 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 RIREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 110B vs. IVAEX (1.79B). RIREX pays higher dividends than IVAEX: RIREX (3.26) vs IVAEX (2.99). IVAEX was incepted earlier than RIREX: IVAEX (18 years) vs RIREX (23 years). RIREX is a more actively managed with annual turnover of: 106.00 vs. IVAEX (74.00). IVAEX has a lower initial minimum investment than RIREX: IVAEX (0) vs RIREX (250). RIREX annual gain was more profitable for investors over the last year : 12.12 vs. IVAEX (6.60). RIREX return over 5 years is better than : 27.73 vs. IVAEX (11.02).
| IVAEX | RIREX | IVAEX / RIREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 3.894 | 5.091 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 110B | 2% |
| Annual Yield % from dividends | 2.99 | 3.26 | 92% |
| Returns for 1 year | 6.60 | 12.12 | 55% |
| Returns for 3 years | 2.39 | 13.78 | 17% |
| Returns for 5 years | 11.02 | 27.73 | 40% |
| Returns for 10 years | -3.10 | 35.58 | -9% |
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