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IVAEX vs RIREX
IVAEX vs RIREX Comparison
Open Charts IVAEX vs RIREX
Macquarie Asset Strategy Fund Cl I
Price$21.95
Change+$0.31 (+1.43%)
VolumeN/A
Net Assets1.68B
American Funds Capital Income Bldr R4
Price$71.43
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets107.13B
IVAEX vs RIREX Comparison Chart
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IVAEX vs. RIREX commentary
Apr 25, 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 Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 107B vs. IVAEX (1.68B). RIREX pays higher dividends than IVAEX: RIREX (3.13) vs IVAEX (1.71). IVAEX was incepted earlier than RIREX: IVAEX (18 years) vs RIREX (23 years). IVAEX (0.81) is less costly to investors than RIREX (0.62). 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 : 10.67 vs. IVAEX (1.56). RIREX return over 5 years is better than : 46.74 vs. IVAEX (26.86).
| IVAEX | RIREX | IVAEX / RIREX | |
| Total Expense Ratio | 0.81 | 0.62 | 131% |
| Annual Report Gross Expense Ratio | 0.81 | 0.62 | 131% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -0.541 | 4.267 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 107B | 2% |
| Annual Yield % from dividends | 1.71 | 3.13 | 55% |
| Returns for 1 year | 1.56 | 10.67 | 15% |
| Returns for 3 years | 2.75 | 15.44 | 18% |
| Returns for 5 years | 26.86 | 46.74 | 57% |
| Returns for 10 years | -7.93 | 34.20 | -23% |
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