Interact to see
Advertisement
Advertisement
IVAEX vs RIREX
IVAEX vs RIREX Comparison
Open Charts IVAEX vs RIREX
Macquarie Asset Strategy Fund Cl I
Price$23.96
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets1.83B
American Funds Capital Income Bldr R4
Price$76.99
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
IVAEX vs RIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVAEX vs. RIREX commentary
Jul 07, 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 StrongBuy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 116B vs. IVAEX (1.83B). RIREX pays higher dividends than IVAEX: RIREX (2.97) vs IVAEX (1.39). IVAEX was incepted earlier than RIREX: IVAEX (18 years) vs RIREX (23 years). IVAEX (0.81) is less costly to investors than RIREX (0.62). RIREX (56.00) and IVAEX (54.00) have comparable annual turnover. 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 : 15.71 vs. IVAEX (6.54). RIREX return over 5 years is better than : 50.20 vs. IVAEX (26.66).
| IVAEX | RIREX | IVAEX / RIREX | |
| Total Expense Ratio | 0.81 | 0.62 | 131% |
| Annual Report Gross Expense Ratio | 0.81 | 0.62 | 131% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 10.666 | 13.071 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 116B | 2% |
| Annual Yield % from dividends | 1.39 | 2.97 | 47% |
| Returns for 1 year | 6.54 | 15.71 | 42% |
| Returns for 3 years | 23.59 | 33.22 | 71% |
| Returns for 5 years | 26.66 | 50.20 | 53% |
| Returns for 10 years | 7.24 | 52.98 | 14% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement