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IVAEX vs RIRFX
IVAEX vs RIRFX Comparison
Open Charts IVAEX vs RIRFX
Nomura Asset Strategy Fund Cl I
Price$23.86
Change-$0.91 (-3.67%)
VolumeN/A
Net Assets1.85B
American Funds Capital Income Bldr R5
Price$79.69
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets120.79B
IVAEX vs RIRFX Comparison Chart in %
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IVAEX vs. RIRFX commentary
Feb 04, 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 Buy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 121B vs. IVAEX (1.85B). RIRFX pays higher dividends than IVAEX: RIRFX (3.05) vs IVAEX (1.29). IVAEX was incepted earlier than RIRFX: IVAEX (19 years) vs RIRFX (24 years). IVAEX (0.87) is less costly to investors than RIRFX (0.30). IVAEX is a more actively managed with annual turnover of: 67.00 vs. RIRFX (50.00). 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 : 16.50 vs. IVAEX (7.97). RIRFX return over 5 years is better than : 48.75 vs. IVAEX (6.89).
| IVAEX | RIRFX | IVAEX / RIRFX | |
| Total Expense Ratio | 0.87 | 0.30 | 290% |
| Annual Report Gross Expense Ratio | 0.87 | 0.30 | 290% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 2.756 | 3.601 | 77% |
| 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 | 1.29 | 3.05 | 42% |
| Returns for 1 year | 7.97 | 16.50 | 48% |
| Returns for 3 years | 30.59 | 36.34 | 84% |
| Returns for 5 years | 6.89 | 48.75 | 14% |
| Returns for 10 years | 31.10 | 91.51 | 34% |
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