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IVAEX vs RIREX
IVAEX vs RIREX Comparison
Open Charts IVAEX vs RIREX
Macquarie Asset Strategy Fund Cl I
Price$25.01
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets1.82B
American Funds Capital Income Bldr R4
Price$79.25
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
IVAEX vs RIREX Comparison Chart in %
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IVAEX vs. RIREX 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 120B vs. IVAEX (1.83B). RIREX pays higher dividends than IVAEX: RIREX (2.89) vs IVAEX (1.35). IVAEX was incepted earlier than RIREX: IVAEX (19 years) vs RIREX (23 years). IVAEX (0.87) is less costly to investors than RIREX (0.62). IVAEX is a more actively managed with annual turnover of: 67.00 vs. RIREX (56.00). IVAEX has a lower initial minimum investment than RIREX: IVAEX (0) vs RIREX (250). RIREX annual gain was more profitable for investors over the last year : 10.74 vs. IVAEX (6.71). RIREX return over 5 years is better than : 52.42 vs. IVAEX (21.26).
| IVAEX | RIREX | IVAEX / RIREX | |
| Total Expense Ratio | 0.87 | 0.62 | 140% |
| Annual Report Gross Expense Ratio | 0.87 | 0.62 | 140% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 14.850 | 17.064 | 87% |
| 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 | 2.89 | 47% |
| Returns for 1 year | 6.71 | 10.74 | 63% |
| Returns for 3 years | 33.50 | 47.56 | 70% |
| Returns for 5 years | 21.26 | 52.42 | 41% |
| Returns for 10 years | 17.72 | 60.42 | 29% |
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