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IVAEX vs RIRCX
IVAEX vs RIRCX Comparison
Open Charts IVAEX vs RIRCX
Nomura Asset Strategy Fund Cl I
Price$25.19
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets1.82B
American Funds Capital Income Bldr R3
Price$80.92
Change-$0.61 (-0.75%)
VolumeN/A
Net Assets120.93B
IVAEX vs RIRCX Comparison Chart in %
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IVAEX vs. RIRCX commentary
Dec 14, 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 Buy and RIRCX is a Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 121B vs. IVAEX (1.82B). RIRCX pays higher dividends than IVAEX: RIRCX (2.55) vs IVAEX (1.33). 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 : 15.40 vs. IVAEX (6.53). RIRCX return over 5 years is better than : 45.41 vs. IVAEX (16.87).
| 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 | 16.750 | 20.065 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 121B | 2% |
| Annual Yield % from dividends | 1.33 | 2.55 | 52% |
| Returns for 1 year | 6.53 | 15.40 | 42% |
| Returns for 3 years | 24.17 | 36.70 | 66% |
| Returns for 5 years | 16.87 | 45.41 | 37% |
| Returns for 10 years | 29.89 | 69.88 | 43% |
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