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IVAEX vs RIRFX
IVAEX vs RIRFX Comparison
Open Charts IVAEX vs RIRFX
Macquarie Asset Strategy Fund Cl I
Price$22.17
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets1.72B
American Funds Capital Income Bldr R5
Price$72.29
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.78B
IVAEX vs RIRFX Comparison Chart
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IVAEX vs. RIRFX commentary
Apr 04, 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 Buy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. IVAEX (1.72B). RIRFX pays higher dividends than IVAEX: RIRFX (3.42) vs IVAEX (1.71). 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 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 : 10.46 vs. IVAEX (1.84). RIRFX return over 5 years is better than : 66.51 vs. IVAEX (42.48).
| 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 | 1.481 | 5.556 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 110B | 2% |
| Annual Yield % from dividends | 1.71 | 3.42 | 50% |
| Returns for 1 year | 1.84 | 10.46 | 18% |
| Returns for 3 years | -0.28 | 17.13 | -2% |
| Returns for 5 years | 42.48 | 66.51 | 64% |
| Returns for 10 years | -3.91 | 54.15 | -7% |
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