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IVAEX vs RIRHX
IVAEX vs RIRHX Comparison
Open Charts IVAEX vs RIRHX
Delaware Ivy Asset Strategy Fund Cl I
Price$23.35
Change-$0.17 (-0.72%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5E
Price$73.00
Change-$0.08 (-0.11%)
VolumeN/A
CapitalizationN/A
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IVAEX vs RIRHX Comparison Chart
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IVAEX vs. RIRHX commentary
Sep 21, 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: 110B vs. IVAEX (1.85B). RIRHX pays higher dividends than IVAEX: RIRHX (3.45) vs IVAEX (2.99). IVAEX was incepted earlier than RIRHX: IVAEX (17 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 : 25.78 vs. RIRHX (21.46). RIRHX return over 5 years is better than : 33.48 vs. IVAEX (18.83).
| IVAEX | RIRHX | IVAEX / RIRHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 15.237 | 12.755 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 110B | 2% |
| Annual Yield % from dividends | 2.99 | 3.45 | 87% |
| Returns for 1 year | 25.78 | 21.46 | 120% |
| Returns for 3 years | -5.63 | 17.98 | -31% |
| Returns for 5 years | 18.83 | 33.48 | 56% |
| Returns for 10 years | -14.56 | N/A | - |
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