IVAEX
Price
$22.42
Change
+$0.02 (+0.09%)
Updated
Mar 7 closing price
Net Assets
1.76B
RIRBX
Price
$72.07
Change
-$1.05 (-1.44%)
Updated
Mar 10 closing price
Net Assets
110.89B
Ad is loading...

IVAEX vs RIRBX

Header iconIVAEX vs RIRBX Comparison
Open Charts IVAEX vs RIRBXBanner chart's image
Macquarie Asset Strategy Fund Cl I
Price$22.42
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets1.76B
American Funds Capital Income Bldr R2
Price$72.07
Change-$1.05 (-1.44%)
VolumeN/A
Net Assets110.89B
IVAEX vs RIRBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
IVAEX vs. RIRBX commentary
Mar 11, 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 Hold and RIRBX is a StrongBuy.

Ad is loading...
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 111B vs. IVAEX (1.76B). RIRBX pays higher dividends than IVAEX: RIRBX (2.38) vs IVAEX (2.02). IVAEX was incepted earlier than RIRBX: IVAEX (18 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than IVAEX (0.81). IVAEX has a lower initial minimum investment than RIRBX: IVAEX (0) vs RIRBX (250). RIRBX annual gain was more profitable for investors over the last year : 10.38 vs. IVAEX (3.24). RIRBX return over 5 years is better than : 33.25 vs. IVAEX (19.24).
IVAEXRIRBXIVAEX / RIRBX
Total Expense Ratio0.811.3660%
Annual Report Gross Expense Ratio0.811.3660%
Fund Existence18 years23 years-
Gain YTD2.7035.91046%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets1.76B111B2%
Annual Yield % from dividends2.022.3885%
Returns for 1 year3.2410.3831%
Returns for 3 years7.0517.7240%
Returns for 5 years19.2433.2558%
Returns for 10 years-1.2937.91-3%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
CHH145.122.89
+2.03%
Choice Hotels Intnl
GLP53.480.58
+1.10%
Global Partners LP
SOHU14.210.14
+1.00%
Sohu.com Limited
SCCO90.960.14
+0.15%
Southern Copper Corp
BWEN1.53-0.03
-1.92%
Broadwind