Interact to see
Advertisement
Advertisement
IASRX vs RIRBX
IASRX vs RIRBX Comparison
Open Charts IASRX vs RIRBX
Macquarie Asset Strategy Fund Cl R
Price$22.67
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets1.81B
American Funds Capital Income Bldr R2
Price$76.15
Change+$0.23 (+0.30%)
VolumeN/A
Net Assets114.7B
IASRX vs RIRBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IASRX vs. RIRBX commentary
Jun 28, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 115B vs. IASRX (1.81B). RIRBX pays higher dividends than IASRX: RIRBX (2.33) vs IASRX (1.26). 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 : 14.32 vs. IASRX (5.98). RIRBX return over 5 years is better than : 47.61 vs. IASRX (23.69).
| 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 | 9.525 | 11.275 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 115B | 2% |
| Annual Yield % from dividends | 1.26 | 2.33 | 54% |
| Returns for 1 year | 5.98 | 14.32 | 42% |
| Returns for 3 years | 19.41 | 29.04 | 67% |
| Returns for 5 years | 23.69 | 47.61 | 50% |
| Returns for 10 years | -0.28 | 45.93 | -1% |