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IVAEX vs RIREX
IVAEX vs RIREX Comparison
Open Charts IVAEX vs RIREX
Macquarie Asset Strategy Fund Cl I
Price$23.41
Change-$0.20 (-0.85%)
VolumeN/A
Net Assets1.79B
American Funds Capital Income Bldr R4
Price$75.16
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
IVAEX vs RIREX Comparison Chart
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IVAEX vs. RIREX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 114B vs. IVAEX (1.79B). RIREX pays higher dividends than IVAEX: RIREX (3.02) vs IVAEX (1.63). 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). RIREX (56.00) and IVAEX (54.00) have comparable annual turnover. 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 : 13.89 vs. IVAEX (5.02). RIREX return over 5 years is better than : 48.32 vs. IVAEX (25.84).
| 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 | 7.594 | 10.384 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 114B | 2% |
| Annual Yield % from dividends | 1.63 | 3.02 | 54% |
| Returns for 1 year | 5.02 | 13.89 | 36% |
| Returns for 3 years | 21.63 | 32.31 | 67% |
| Returns for 5 years | 25.84 | 48.32 | 53% |
| Returns for 10 years | 1.99 | 45.96 | 4% |
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