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IVAEX vs RIRHX
IVAEX vs RIRHX Comparison
Open Charts IVAEX vs RIRHX
Delaware Ivy Asset Strategy Fund Cl I
Price$23.15
Change-$0.26 (-1.11%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5E
Price$71.74
Change-$0.32 (-0.44%)
VolumeN/A
CapitalizationN/A
IVAEX vs RIRHX Comparison Chart
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IVAEX vs. RIRHX commentary
Nov 18, 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 RIRHX is a Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 107B vs. IVAEX (1.79B). RIRHX pays higher dividends than IVAEX: RIRHX (3.45) vs IVAEX (2.99). IVAEX was incepted earlier than RIRHX: IVAEX (18 years) vs RIRHX (9 years). RIRHX is a more actively managed with annual turnover of: 106.00 vs. IVAEX (74.00). IVAEX has a lower initial minimum investment than RIRHX: IVAEX (0) vs RIRHX (250). IVAEX annual gain was more profitable for investors over the last year : 20.63 vs. RIRHX (18.11). RIRHX return over 5 years is better than : 27.98 vs. IVAEX (14.47).
| IVAEX | RIRHX | IVAEX / RIRHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 14.250 | 10.809 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 107B | 2% |
| Annual Yield % from dividends | 2.99 | 3.45 | 87% |
| Returns for 1 year | 20.63 | 18.11 | 114% |
| Returns for 3 years | -10.34 | 12.20 | -85% |
| Returns for 5 years | 14.47 | 27.98 | 52% |
| Returns for 10 years | -16.12 | N/A | - |
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