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IVAEX vs RIRCX
IVAEX vs RIRCX Comparison
Open Charts IVAEX vs RIRCX
Macquarie Asset Strategy Fund Cl I
Price$24.78
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets1.82B
American Funds Capital Income Bldr R3
Price$79.30
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
IVAEX vs RIRCX Comparison Chart in %
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IVAEX vs. RIRCX commentary
Oct 21, 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 Hold and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 120B vs. IVAEX (1.83B). RIRCX pays higher dividends than IVAEX: RIRCX (2.61) vs IVAEX (1.35). IVAEX was incepted earlier than RIRCX: IVAEX (19 years) vs RIRCX (23 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 : 10.41 vs. IVAEX (6.71). RIRCX return over 5 years is better than : 50.59 vs. IVAEX (21.26).
| 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 | 23 years | - |
| Gain YTD | 14.850 | 16.781 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 120B | 2% |
| Annual Yield % from dividends | 1.35 | 2.61 | 52% |
| Returns for 1 year | 6.71 | 10.41 | 64% |
| Returns for 3 years | 33.50 | 46.32 | 72% |
| Returns for 5 years | 21.26 | 50.59 | 42% |
| Returns for 10 years | 17.72 | 58.17 | 30% |
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