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IASRX vs RIRBX
IASRX vs RIRBX Comparison
Open Charts IASRX vs RIRBX
Macquarie Asset Strategy Fund Cl R
Price$23.11
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets1.81B
American Funds Capital Income Bldr R2
Price$78.34
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets117.97B
IASRX vs RIRBX Comparison Chart in %
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IASRX vs. RIRBX commentary
Aug 29, 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: 118B vs. IASRX (1.81B). RIRBX pays higher dividends than IASRX: RIRBX (2.28) vs IASRX (1.03). 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 : 9.95 vs. IASRX (4.98). RIRBX return over 5 years is better than : 43.73 vs. IASRX (13.13).
| 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 | 11.651 | 14.476 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 118B | 2% |
| Annual Yield % from dividends | 1.03 | 2.28 | 45% |
| Returns for 1 year | 4.98 | 9.95 | 50% |
| Returns for 3 years | 19.11 | 31.71 | 60% |
| Returns for 5 years | 13.13 | 43.73 | 30% |
| Returns for 10 years | 10.62 | 54.96 | 19% |
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