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IVAEX vs RIRFX
IVAEX vs RIRFX Comparison
Open Charts IVAEX vs RIRFX
Nomura Asset Strategy Fund Cl I
Price$23.77
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets1.85B
American Funds Capital Income Bldr R5
Price$78.44
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
IVAEX vs RIRFX Comparison Chart in %
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IVAEX vs. RIRFX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 121B vs. IVAEX (1.85B). RIRFX pays higher dividends than IVAEX: RIRFX (3.14) vs IVAEX (1.32). 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 : 18.25 vs. IVAEX (10.68). RIRFX return over 5 years is better than : 46.19 vs. IVAEX (7.01).
| 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 | 2.369 | 1.976 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 121B | 2% |
| Annual Yield % from dividends | 1.32 | 3.14 | 42% |
| Returns for 1 year | 10.68 | 18.25 | 59% |
| Returns for 3 years | 31.86 | 34.04 | 94% |
| Returns for 5 years | 7.01 | 46.19 | 15% |
| Returns for 10 years | 28.70 | 93.81 | 31% |
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