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IVAEX vs RIRFX
IVAEX vs RIRFX Comparison
Open Charts IVAEX vs RIRFX
Macquarie Asset Strategy Fund Cl I
Price$24.78
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets1.82B
American Funds Capital Income Bldr R5
Price$79.29
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
IVAEX vs RIRFX Comparison Chart in %
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IVAEX vs. RIRFX commentary
Oct 21, 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 Hold and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 120B vs. IVAEX (1.83B). RIRFX pays higher dividends than IVAEX: RIRFX (3.17) vs IVAEX (1.35). IVAEX was incepted earlier than RIRFX: IVAEX (19 years) vs RIRFX (23 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 : 11.07 vs. IVAEX (6.71). RIRFX return over 5 years is better than : 59.86 vs. IVAEX (21.26).
| 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 | 23 years | - |
| Gain YTD | 14.850 | 17.333 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 120B | 2% |
| Annual Yield % from dividends | 1.35 | 3.17 | 43% |
| Returns for 1 year | 6.71 | 11.07 | 61% |
| Returns for 3 years | 33.50 | 50.50 | 66% |
| Returns for 5 years | 21.26 | 59.86 | 36% |
| Returns for 10 years | 17.72 | 77.40 | 23% |
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