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IASRX vs RIRBX
IASRX vs RIRBX Comparison
Open Charts IASRX vs RIRBX
Macquarie Asset Strategy Fund Cl R
Price$21.53
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.74B
American Funds Capital Income Bldr R2
Price$72.84
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets110.28B
IASRX vs RIRBX Comparison Chart
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IASRX vs. RIRBX commentary
May 06, 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 IASRX is a Buy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 110B vs. IASRX (1.75B). RIRBX pays higher dividends than IASRX: RIRBX (2.40) vs IASRX (1.31). IASRX was incepted earlier than RIRBX: IASRX (17 years) vs RIRBX (23 years). RIRBX (1.36) and IASRX (1.31) have similar cost to investors . RIRBX (56.00) and IASRX (54.00) have comparable annual turnover. IASRX has a lower initial minimum investment than RIRBX: IASRX (0) vs RIRBX (250). RIRBX annual gain was more profitable for investors over the last year : 11.22 vs. IASRX (3.76). RIRBX return over 5 years is better than : 46.07 vs. IASRX (26.57).
| IASRX | RIRBX | IASRX / RIRBX | |
| Total Expense Ratio | 1.31 | 1.36 | 96% |
| Annual Report Gross Expense Ratio | 1.31 | 1.36 | 96% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 3.594 | 5.978 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 110B | 2% |
| Annual Yield % from dividends | 1.31 | 2.40 | 55% |
| Returns for 1 year | 3.76 | 11.22 | 34% |
| Returns for 3 years | 8.45 | 18.28 | 46% |
| Returns for 5 years | 26.57 | 46.07 | 58% |
| Returns for 10 years | -8.86 | 32.60 | -27% |