Interact to see
Advertisement
Advertisement
IVAEX vs RIREX
IVAEX vs RIREX Comparison
Open Charts IVAEX vs RIREX
Macquarie Asset Strategy Fund Cl I
Price$24.58
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets1.82B
American Funds Capital Income Bldr R4
Price$78.73
Change+$0.44 (+0.56%)
VolumeN/A
Net Assets118.3B
IVAEX vs RIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVAEX vs. RIREX commentary
Sep 27, 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 Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 118B vs. IVAEX (1.82B). RIREX pays higher dividends than IVAEX: RIREX (2.90) vs IVAEX (1.37). IVAEX was incepted earlier than RIREX: IVAEX (19 years) vs RIREX (23 years). IVAEX (0.81) 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 : 10.21 vs. IVAEX (5.76). RIREX return over 5 years is better than : 55.39 vs. IVAEX (24.06).
| IVAEX | RIREX | IVAEX / RIREX | |
| Total Expense Ratio | 0.81 | 0.62 | 131% |
| Annual Report Gross Expense Ratio | 0.81 | 0.62 | 131% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 13.923 | 16.296 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 118B | 2% |
| Annual Yield % from dividends | 1.37 | 2.90 | 47% |
| Returns for 1 year | 5.76 | 10.21 | 56% |
| Returns for 3 years | 34.88 | 48.95 | 71% |
| Returns for 5 years | 24.06 | 55.39 | 43% |
| Returns for 10 years | 24.91 | 70.11 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement