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IVAEX vs RIRFX
IVAEX vs RIRFX Comparison
Open Charts IVAEX vs RIRFX
Nomura Asset Strategy Fund Cl I
Price$25.19
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets1.82B
American Funds Capital Income Bldr R5
Price$80.99
Change-$0.61 (-0.75%)
VolumeN/A
Net Assets120.93B
IVAEX vs RIRFX Comparison Chart in %
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IVAEX vs. RIRFX 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 RIRFX is a Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 121B vs. IVAEX (1.82B). RIRFX pays higher dividends than IVAEX: RIRFX (3.08) vs IVAEX (1.33). IVAEX was incepted earlier than RIRFX: IVAEX (19 years) vs RIRFX (24 years). IVAEX (0.87) is less costly to investors than RIRFX (0.31). IVAEX is a more actively managed with annual turnover of: 67.00 vs. RIRFX (56.00). IVAEX has a lower initial minimum investment than RIRFX: IVAEX (0) vs RIRFX (250). RIRFX annual gain was more profitable for investors over the last year : 16.10 vs. IVAEX (6.53). RIRFX return over 5 years is better than : 54.39 vs. IVAEX (16.87).
| IVAEX | RIRFX | IVAEX / RIRFX | |
| Total Expense Ratio | 0.87 | 0.31 | 281% |
| Annual Report Gross Expense Ratio | 0.87 | 0.31 | 281% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 16.750 | 20.752 | 81% |
| 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 | 3.08 | 43% |
| Returns for 1 year | 6.53 | 16.10 | 41% |
| Returns for 3 years | 24.17 | 40.61 | 60% |
| Returns for 5 years | 16.87 | 54.39 | 31% |
| Returns for 10 years | 29.89 | 90.55 | 33% |
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