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IVAEX vs RIRBX
IVAEX vs RIRBX Comparison
Open Charts IVAEX vs RIRBX
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
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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.
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).
| IVAEX | RIRBX | IVAEX / RIRBX | |
| Total Expense Ratio | 0.81 | 1.36 | 60% |
| Annual Report Gross Expense Ratio | 0.81 | 1.36 | 60% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 2.703 | 5.910 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 111B | 2% |
| Annual Yield % from dividends | 2.02 | 2.38 | 85% |
| Returns for 1 year | 3.24 | 10.38 | 31% |
| Returns for 3 years | 7.05 | 17.72 | 40% |
| Returns for 5 years | 19.24 | 33.25 | 58% |
| Returns for 10 years | -1.29 | 37.91 | -3% |
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