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IVAEX vs RIRAX
IVAEX vs RIRAX Comparison
Open Charts IVAEX vs RIRAX
Macquarie Asset Strategy Fund Cl I
Price$24.58
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets1.82B
American Funds Capital Income Bldr R1
Price$78.91
Change+$0.43 (+0.55%)
VolumeN/A
Net Assets118.3B
IVAEX vs RIRAX Comparison Chart in %
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IVAEX vs. RIRAX commentary
Sep 27, 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 RIRAX is a Hold.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 118B vs. IVAEX (1.82B). RIRAX pays higher dividends than IVAEX: RIRAX (2.22) vs IVAEX (1.37). IVAEX was incepted earlier than RIRAX: IVAEX (19 years) vs RIRAX (23 years). RIRAX (1.36) is less costly to investors than IVAEX (0.81). IVAEX is a more actively managed with annual turnover of: 67.00 vs. RIRAX (56.00). IVAEX has a lower initial minimum investment than RIRAX: IVAEX (0) vs RIRAX (250). RIRAX annual gain was more profitable for investors over the last year : 9.41 vs. IVAEX (5.76). RIRAX return over 5 years is better than : 50.81 vs. IVAEX (24.06).
| IVAEX | RIRAX | IVAEX / RIRAX | |
| Total Expense Ratio | 0.81 | 1.36 | 60% |
| Annual Report Gross Expense Ratio | 0.81 | 1.36 | 60% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 13.923 | 15.659 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 118B | 2% |
| Annual Yield % from dividends | 1.37 | 2.22 | 62% |
| Returns for 1 year | 5.76 | 9.41 | 61% |
| Returns for 3 years | 34.88 | 45.91 | 76% |
| Returns for 5 years | 24.06 | 50.81 | 47% |
| Returns for 10 years | 24.91 | 64.23 | 39% |
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