IVAEX
Price
$23.96
Change
+$0.09 (+0.38%)
Updated
Jul 3 closing price
Net Assets
1.83B
RIREX
Price
$76.99
Change
+$0.26 (+0.34%)
Updated
Jul 3 closing price
Net Assets
116.46B
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IVAEX vs RIREX

Header iconIVAEX vs RIREX Comparison
Open Charts IVAEX vs RIREXBanner chart's image
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 %
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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.

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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).
IVAEXRIREXIVAEX / RIREX
Total Expense Ratio0.810.62131%
Annual Report Gross Expense Ratio0.810.62131%
Fund Existence18 years23 years-
Gain YTD10.66613.07182%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets1.83B116B2%
Annual Yield % from dividends1.392.9747%
Returns for 1 year6.5415.7142%
Returns for 3 years23.5933.2271%
Returns for 5 years26.6650.2053%
Returns for 10 years7.2452.9814%
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