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IVAEX vs RIREX
IVAEX vs RIREX Comparison
Open Charts IVAEX vs RIREX
Macquarie Asset Strategy Fund Cl I
Price$24.50
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.79B
American Funds Capital Income Bldr R4
Price$78.98
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
IVAEX vs RIREX Comparison Chart in %
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IVAEX vs. RIREX 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 RIREX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 119B vs. IVAEX (1.79B). RIREX pays higher dividends than IVAEX: RIREX (2.89) vs IVAEX (1.34). IVAEX was incepted earlier than RIREX: IVAEX (19 years) vs RIREX (24 years). IVAEX (0.87) is less costly to investors than RIREX (0.62). IVAEX is a more actively managed with annual turnover of: 67.00 vs. RIREX (56.00). 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 : 13.02 vs. IVAEX (6.59). RIREX return over 5 years is better than : 46.33 vs. IVAEX (15.15).
| IVAEX | RIREX | IVAEX / RIREX | |
| Total Expense Ratio | 0.87 | 0.62 | 140% |
| Annual Report Gross Expense Ratio | 0.87 | 0.62 | 140% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 13.552 | 16.665 | 81% |
| 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 | 2.89 | 46% |
| Returns for 1 year | 6.59 | 13.02 | 51% |
| Returns for 3 years | 23.51 | 36.76 | 64% |
| Returns for 5 years | 15.15 | 46.33 | 33% |
| Returns for 10 years | 16.20 | 61.04 | 27% |
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