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IVAEX vs RIREX
IVAEX vs RIREX Comparison
Open Charts IVAEX vs RIREX
Nomura Asset Strategy Fund Cl I
Price$25.19
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets1.82B
American Funds Capital Income Bldr R4
Price$80.91
Change-$0.60 (-0.74%)
VolumeN/A
Net Assets120.93B
IVAEX vs RIREX Comparison Chart in %
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IVAEX vs. RIREX commentary
Dec 14, 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 Buy and RIREX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 121B vs. IVAEX (1.82B). RIREX pays higher dividends than IVAEX: RIREX (2.81) vs IVAEX (1.33). 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 : 15.75 vs. IVAEX (6.53). RIREX return over 5 years is better than : 47.18 vs. IVAEX (16.87).
| 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 | 16.750 | 20.402 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 121B | 2% |
| Annual Yield % from dividends | 1.33 | 2.81 | 47% |
| Returns for 1 year | 6.53 | 15.75 | 41% |
| Returns for 3 years | 24.17 | 37.84 | 64% |
| Returns for 5 years | 16.87 | 47.18 | 36% |
| Returns for 10 years | 29.89 | 72.30 | 41% |
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