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IVAEX vs RIRAX
IVAEX vs RIRAX Comparison
Open Charts IVAEX vs RIRAX
Macquarie Asset Strategy Fund Cl I
Price$23.96
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets1.83B
American Funds Capital Income Bldr R1
Price$77.16
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
IVAEX vs RIRAX Comparison Chart in %
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IVAEX vs. RIRAX commentary
Jul 07, 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 RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 116B vs. IVAEX (1.83B). RIRAX pays higher dividends than IVAEX: RIRAX (2.27) vs IVAEX (1.39). IVAEX was incepted earlier than RIRAX: IVAEX (18 years) vs RIRAX (23 years). RIRAX (1.36) is less costly to investors than IVAEX (0.81). RIRAX (56.00) and IVAEX (54.00) have comparable annual turnover. 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 : 14.87 vs. IVAEX (6.54). RIRAX return over 5 years is better than : 45.98 vs. IVAEX (26.66).
| IVAEX | RIRAX | IVAEX / RIRAX | |
| Total Expense Ratio | 0.81 | 1.36 | 60% |
| Annual Report Gross Expense Ratio | 0.81 | 1.36 | 60% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 10.666 | 12.653 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 116B | 2% |
| Annual Yield % from dividends | 1.39 | 2.27 | 61% |
| Returns for 1 year | 6.54 | 14.87 | 44% |
| Returns for 3 years | 23.59 | 30.67 | 77% |
| Returns for 5 years | 26.66 | 45.98 | 58% |
| Returns for 10 years | 7.24 | 47.97 | 15% |
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