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IVAEX vs RIRCX
IVAEX vs RIRCX Comparison
Open Charts IVAEX vs RIRCX
Nomura Asset Strategy Fund Cl I
Price$23.86
Change-$0.91 (-3.67%)
VolumeN/A
Net Assets1.85B
American Funds Capital Income Bldr R3
Price$79.68
Change+$0.38 (+0.48%)
VolumeN/A
Net Assets120.79B
IVAEX vs RIRCX Comparison Chart in %
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IVAEX vs. RIRCX commentary
Feb 04, 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 Buy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 121B vs. IVAEX (1.85B). RIRCX pays higher dividends than IVAEX: RIRCX (2.50) vs IVAEX (1.29). 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 (50.00). 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 : 15.81 vs. IVAEX (7.97). RIRCX return over 5 years is better than : 41.10 vs. IVAEX (6.89).
| 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 | 2.756 | 3.548 | 78% |
| 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 | 1.29 | 2.50 | 52% |
| Returns for 1 year | 7.97 | 15.81 | 50% |
| Returns for 3 years | 30.59 | 33.91 | 90% |
| Returns for 5 years | 6.89 | 41.10 | 17% |
| Returns for 10 years | 31.10 | 70.47 | 44% |
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