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IASRX vs RIRBX
IASRX vs RIRBX Comparison
Open Charts IASRX vs RIRBX
Macquarie Asset Strategy Fund Cl R
Price$23.53
Change-$0.06 (-0.25%)
VolumeN/A
Net Assets1.84B
American Funds Capital Income Bldr R2
Price$79.15
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets119.04B
IASRX vs RIRBX Comparison Chart in %
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IASRX vs. RIRBX commentary
Sep 18, 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 StrongBuy and RIRBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 119B vs. IASRX (1.84B). RIRBX pays higher dividends than IASRX: RIRBX (2.23) vs IASRX (1.01). 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 . IASRX is a more actively managed with annual turnover of: 67.00 vs. RIRBX (56.00). 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 : 10.97 vs. IASRX (7.45). RIRBX return over 5 years is better than : 48.25 vs. IASRX (17.69).
| 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 | 13.970 | 16.113 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 119B | 2% |
| Annual Yield % from dividends | 1.01 | 2.23 | 46% |
| Returns for 1 year | 7.45 | 10.97 | 68% |
| Returns for 3 years | 25.10 | 37.80 | 66% |
| Returns for 5 years | 17.69 | 48.25 | 37% |
| Returns for 10 years | 13.90 | 59.89 | 23% |
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