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IVAEX vs RIRFX
IVAEX vs RIRFX Comparison
Open Charts IVAEX vs RIRFX
Delaware Ivy Asset Strategy Fund Cl I
Price$21.85
Change-$0.47 (-2.11%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5
Price$72.79
Change-$0.38 (-0.52%)
VolumeN/A
CapitalizationN/A
IVAEX vs RIRFX Comparison Chart
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IVAEX vs. RIRFX commentary
Dec 19, 2024
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: 109B vs. IVAEX (1.8B). RIRFX pays higher dividends than IVAEX: RIRFX (3.55) vs IVAEX (2.99). IVAEX was incepted earlier than RIRFX: IVAEX (18 years) vs RIRFX (23 years). RIRFX is a more actively managed with annual turnover of: 106.00 vs. IVAEX (74.00). 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 : 13.75 vs. IVAEX (11.42). RIRFX return over 5 years is better than : 35.67 vs. IVAEX (12.19).
| IVAEX | RIRFX | IVAEX / RIRFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 10.507 | 12.291 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 109B | 2% |
| Annual Yield % from dividends | 2.99 | 3.55 | 84% |
| Returns for 1 year | 11.42 | 13.75 | 83% |
| Returns for 3 years | -2.43 | 17.19 | -14% |
| Returns for 5 years | 12.19 | 35.67 | 34% |
| Returns for 10 years | -2.82 | 52.18 | -5% |
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