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IVAEX vs RIRAX
IVAEX vs RIRAX Comparison
Open Charts IVAEX vs RIRAX
Macquarie Asset Strategy Fund Cl I
Price$23.41
Change-$0.20 (-0.85%)
VolumeN/A
Net Assets1.79B
American Funds Capital Income Bldr R1
Price$75.35
Change-$0.55 (-0.72%)
VolumeN/A
Net Assets113.85B
IVAEX vs RIRAX Comparison Chart
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IVAEX vs. RIRAX commentary
Jun 15, 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: 114B vs. IVAEX (1.79B). RIRAX pays higher dividends than IVAEX: RIRAX (2.32) vs IVAEX (1.63). 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 : 13.05 vs. IVAEX (5.02). RIRAX return over 5 years is better than : 44.34 vs. IVAEX (25.84).
| 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 | 7.594 | 10.010 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 114B | 2% |
| Annual Yield % from dividends | 1.63 | 2.32 | 70% |
| Returns for 1 year | 5.02 | 13.05 | 38% |
| Returns for 3 years | 21.63 | 29.77 | 73% |
| Returns for 5 years | 25.84 | 44.34 | 58% |
| Returns for 10 years | 1.99 | 41.42 | 5% |
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