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IVAEX vs RIREX
IVAEX vs RIREX Comparison
Open Charts IVAEX vs RIREX
Macquarie Asset Strategy Fund Cl I
Price$24.12
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets1.82B
American Funds Capital Income Bldr R4
Price$77.67
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
IVAEX vs RIREX Comparison Chart in %
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IVAEX vs. RIREX commentary
Jul 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 StrongBuy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 117B vs. IVAEX (1.82B). 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). 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 : 14.95 vs. IVAEX (9.07). RIREX return over 5 years is better than : 50.00 vs. IVAEX (23.27).
| 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 | 11.405 | 14.070 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 117B | 2% |
| Annual Yield % from dividends | 1.39 | 2.97 | 47% |
| Returns for 1 year | 9.07 | 14.95 | 61% |
| Returns for 3 years | 23.70 | 34.14 | 69% |
| Returns for 5 years | 23.27 | 50.00 | 47% |
| Returns for 10 years | 8.68 | 53.10 | 16% |
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