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IVAEX vs RIREX
IVAEX vs RIREX Comparison
Open Charts IVAEX vs RIREX
Nomura Asset Strategy Fund Cl I
Price$23.77
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets1.85B
American Funds Capital Income Bldr R4
Price$78.40
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
IVAEX vs RIREX Comparison Chart in %
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IVAEX vs. RIREX commentary
Jan 16, 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 Hold and RIREX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 121B vs. IVAEX (1.85B). RIREX pays higher dividends than IVAEX: RIREX (2.86) vs IVAEX (1.32). IVAEX was incepted earlier than RIREX: IVAEX (19 years) vs RIREX (24 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 : 17.89 vs. IVAEX (10.68). RIREX return over 5 years is better than : 40.41 vs. IVAEX (7.01).
| 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 | 24 years | - |
| Gain YTD | 2.369 | 1.964 | 121% |
| 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 | 1.32 | 2.86 | 46% |
| Returns for 1 year | 10.68 | 17.89 | 60% |
| Returns for 3 years | 31.86 | 32.82 | 97% |
| Returns for 5 years | 7.01 | 40.41 | 17% |
| Returns for 10 years | 28.70 | 75.07 | 38% |
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