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IVAEX vs RIREX
IVAEX vs RIREX Comparison
Open Charts IVAEX vs RIREX
Macquarie Asset Strategy Fund Cl I
Price$22.23
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets1.77B
American Funds Capital Income Bldr R4
Price$69.93
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
IVAEX vs RIREX Comparison Chart
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IVAEX vs. RIREX commentary
Jan 19, 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: 107B vs. IVAEX (1.77B). 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 (10.71) and IVAEX (10.49) have marching annual gain over last year. RIREX return over 5 years is better than : 22.59 vs. IVAEX (8.96).
| 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 | 1.832 | 1.436 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 107B | 2% |
| Annual Yield % from dividends | 2.99 | 3.26 | 92% |
| Returns for 1 year | 10.49 | 10.71 | 98% |
| Returns for 3 years | -2.99 | 7.41 | -40% |
| Returns for 5 years | 8.96 | 22.59 | 40% |
| Returns for 10 years | -0.31 | 34.07 | -1% |