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IVAEX vs RIRFX
IVAEX vs RIRFX Comparison
Open Charts IVAEX vs RIRFX
Macquarie Asset Strategy Fund Cl I
Price$24.51
Change-$0.08 (-0.33%)
VolumeN/A
Net Assets1.79B
American Funds Capital Income Bldr R5
Price$79.22
Change-$0.28 (-0.35%)
VolumeN/A
Net Assets119.1B
IVAEX vs RIRFX Comparison Chart in %
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IVAEX vs. RIRFX commentary
Nov 20, 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 RIRFX is a Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 119B vs. IVAEX (1.79B). RIRFX pays higher dividends than IVAEX: RIRFX (3.17) vs IVAEX (1.34). IVAEX was incepted earlier than RIRFX: IVAEX (19 years) vs RIRFX (24 years). IVAEX (0.87) 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 : 13.46 vs. IVAEX (7.05). RIRFX return over 5 years is better than : 53.59 vs. IVAEX (14.96).
| IVAEX | RIRFX | IVAEX / RIRFX | |
| Total Expense Ratio | 0.87 | 0.31 | 281% |
| Annual Report Gross Expense Ratio | 0.87 | 0.31 | 281% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 13.599 | 17.230 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 119B | 2% |
| Annual Yield % from dividends | 1.34 | 3.17 | 42% |
| Returns for 1 year | 7.05 | 13.46 | 52% |
| Returns for 3 years | 23.56 | 39.80 | 59% |
| Returns for 5 years | 14.96 | 53.59 | 28% |
| Returns for 10 years | 16.25 | 78.48 | 21% |
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