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IVAEX vs RIRFX
IVAEX vs RIRFX Comparison
Open Charts IVAEX vs RIRFX
Macquarie Asset Strategy Fund Cl I
Price$24.23
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets1.82B
American Funds Capital Income Bldr R5
Price$78.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
IVAEX vs RIRFX Comparison Chart in %
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IVAEX vs. RIRFX commentary
Aug 17, 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 StrongBuy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 118B vs. IVAEX (1.82B). RIRFX pays higher dividends than IVAEX: RIRFX (3.25) vs IVAEX (1.39). IVAEX was incepted earlier than RIRFX: IVAEX (18 years) vs RIRFX (23 years). IVAEX (0.81) is less costly to investors than RIRFX (0.31). IVAEX is a more actively managed with annual turnover of: 67.00 vs. RIRFX (56.00). IVAEX has a lower initial minimum investment than RIRFX: IVAEX (0) vs RIRFX (250). RIRFX annual gain was more profitable for investors over the last year : 12.86 vs. IVAEX (7.04). RIRFX return over 5 years is better than : 56.38 vs. IVAEX (19.64).
| IVAEX | RIRFX | IVAEX / RIRFX | |
| Total Expense Ratio | 0.81 | 0.31 | 261% |
| Annual Report Gross Expense Ratio | 0.81 | 0.31 | 261% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 11.913 | 14.749 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 118B | 2% |
| Annual Yield % from dividends | 1.39 | 3.25 | 43% |
| Returns for 1 year | 7.04 | 12.86 | 55% |
| Returns for 3 years | 17.26 | 32.90 | 52% |
| Returns for 5 years | 19.64 | 56.38 | 35% |
| Returns for 10 years | 10.60 | 69.70 | 15% |
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