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IVAEX vs RIREX
IVAEX vs RIREX Comparison
Open Charts IVAEX vs RIREX
Delaware Ivy Asset Strategy Fund Cl I
Price$22.32
Change-$0.08 (-0.36%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R4
Price$71.13
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
IVAEX vs RIREX Comparison Chart
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IVAEX vs. RIREX commentary
Dec 19, 2024
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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 108B vs. IVAEX (1.81B). 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 : 13.42 vs. IVAEX (11.42). RIREX return over 5 years is better than : 25.98 vs. IVAEX (12.19).
| 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 | 10.507 | 11.981 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 108B | 2% |
| Annual Yield % from dividends | 2.99 | 3.26 | 92% |
| Returns for 1 year | 11.42 | 13.42 | 85% |
| Returns for 3 years | -2.43 | 13.23 | -18% |
| Returns for 5 years | 12.19 | 25.98 | 47% |
| Returns for 10 years | -2.82 | 37.90 | -7% |
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