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IVAEX vs RIRFX
IVAEX vs RIRFX Comparison
Open Charts IVAEX vs RIRFX
Macquarie Asset Strategy Fund Cl I
Price$22.66
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets1.79B
American Funds Capital Income Bldr R5
Price$71.11
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets107.94B
IVAEX vs RIRFX Comparison Chart
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IVAEX vs. RIRFX commentary
Jan 31, 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: 108B vs. IVAEX (1.79B). 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 : 11.65 vs. IVAEX (10.85). RIRFX return over 5 years is better than : 36.18 vs. IVAEX (13.79).
| 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 | 3.802 | 3.103 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 108B | 2% |
| Annual Yield % from dividends | 2.99 | 3.55 | 84% |
| Returns for 1 year | 10.85 | 11.65 | 93% |
| Returns for 3 years | -0.25 | 13.85 | -2% |
| Returns for 5 years | 13.79 | 36.18 | 38% |
| Returns for 10 years | 0.39 | 49.93 | 1% |
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