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IVAEX vs RIEBX
IVAEX vs RIEBX Comparison
Open Charts IVAEX vs RIEBX
Macquarie Asset Strategy Fund Cl I
Price$22.98
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.77B
American Funds Income Fund of Amer R2E
Price$25.74
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets129.78B
IVAEX vs RIEBX Comparison Chart
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IVAEX vs. RIEBX commentary
May 25, 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 IVAEX is a Buy and RIEBX is a Buy.
FUNDAMENTALS
Fundamentals
RIEBX has more cash in the bank: 130B vs. IVAEX (1.77B). RIEBX pays higher dividends than IVAEX: RIEBX (3.40) vs IVAEX (1.69). IVAEX was incepted earlier than RIEBX: IVAEX (18 years) vs RIEBX (11 years). RIEBX (1.07) is less costly to investors than IVAEX (0.81). RIEBX is a more actively managed with annual turnover of: 92.00 vs. IVAEX (54.00). IVAEX has a lower initial minimum investment than RIEBX: IVAEX (0) vs RIEBX (250). RIEBX annual gain was more profitable for investors over the last year : 10.84 vs. IVAEX (4.15). RIEBX return over 5 years is better than : 41.24 vs. IVAEX (30.10).
| IVAEX | RIEBX | IVAEX / RIEBX | |
| Total Expense Ratio | 0.81 | 1.07 | 76% |
| Annual Report Gross Expense Ratio | 0.81 | 1.07 | 76% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 5.617 | 6.330 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 130B | 1% |
| Annual Yield % from dividends | 1.69 | 3.40 | 50% |
| Returns for 1 year | 4.15 | 10.84 | 38% |
| Returns for 3 years | 14.54 | 14.54 | 100% |
| Returns for 5 years | 30.10 | 41.24 | 73% |
| Returns for 10 years | -1.57 | 35.13 | -4% |
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