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IVAEX vs RIRFX
IVAEX vs RIRFX Comparison
Open Charts IVAEX vs RIRFX
Macquarie Asset Strategy Fund Cl I
Price$24.39
Change+$0.16 (+0.66%)
VolumeN/A
Net Assets1.82B
American Funds Capital Income Bldr R5
Price$78.61
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
IVAEX vs RIRFX Comparison Chart in %
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IVAEX vs. RIRFX commentary
Sep 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 118B vs. IVAEX (1.82B). RIRFX pays higher dividends than IVAEX: RIRFX (3.17) vs IVAEX (1.37). 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 : 12.22 vs. IVAEX (8.41). RIRFX return over 5 years is better than : 57.77 vs. IVAEX (19.63).
| 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 | 12.652 | 15.572 | 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 | 1.37 | 3.17 | 43% |
| Returns for 1 year | 8.41 | 12.22 | 69% |
| Returns for 3 years | 25.99 | 41.75 | 62% |
| Returns for 5 years | 19.63 | 57.77 | 34% |
| Returns for 10 years | 19.10 | 79.00 | 24% |
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