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IVAEX vs RIRCX
IVAEX vs RIRCX Comparison
Open Charts IVAEX vs RIRCX
Nomura Asset Strategy Fund Cl I
Price$23.77
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets1.85B
American Funds Capital Income Bldr R3
Price$78.46
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
IVAEX vs RIRCX Comparison Chart in %
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IVAEX vs. RIRCX commentary
Jan 15, 2026
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 RIRCX is a Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 121B vs. IVAEX (1.85B). RIRCX pays higher dividends than IVAEX: RIRCX (2.57) vs IVAEX (1.32). IVAEX was incepted earlier than RIRCX: IVAEX (19 years) vs RIRCX (24 years). RIRCX (0.91) and IVAEX (0.87) have similar cost to investors . IVAEX is a more actively managed with annual turnover of: 67.00 vs. RIRCX (56.00). IVAEX has a lower initial minimum investment than RIRCX: IVAEX (0) vs RIRCX (250). RIRCX annual gain was more profitable for investors over the last year : 17.54 vs. IVAEX (10.68). RIRCX return over 5 years is better than : 38.68 vs. IVAEX (7.01).
| IVAEX | RIRCX | IVAEX / RIRCX | |
| Total Expense Ratio | 0.87 | 0.91 | 96% |
| Annual Report Gross Expense Ratio | 0.87 | 0.91 | 96% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 2.369 | 1.962 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 121B | 2% |
| Annual Yield % from dividends | 1.32 | 2.57 | 51% |
| Returns for 1 year | 10.68 | 17.54 | 61% |
| Returns for 3 years | 31.86 | 31.66 | 101% |
| Returns for 5 years | 7.01 | 38.68 | 18% |
| Returns for 10 years | 28.70 | 72.52 | 40% |
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