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IVAEX vs RIRAX
IVAEX vs RIRAX Comparison
Open Charts IVAEX vs RIRAX
Macquarie Asset Strategy Fund Cl I
Price$24.12
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets1.82B
American Funds Capital Income Bldr R1
Price$77.80
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
IVAEX vs RIRAX Comparison Chart in %
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IVAEX vs. RIRAX commentary
Jul 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 StrongBuy and RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 117B vs. IVAEX (1.82B). 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). 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 : 14.10 vs. IVAEX (9.07). RIRAX return over 5 years is better than : 45.77 vs. IVAEX (23.27).
| 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 | 11.405 | 13.587 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 117B | 2% |
| Annual Yield % from dividends | 1.39 | 2.27 | 61% |
| Returns for 1 year | 9.07 | 14.10 | 64% |
| Returns for 3 years | 23.70 | 31.57 | 75% |
| Returns for 5 years | 23.27 | 45.77 | 51% |
| Returns for 10 years | 8.68 | 48.08 | 18% |
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