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IVAEX vs RIRBX
IVAEX vs RIRBX Comparison
Open Charts IVAEX vs RIRBX
Macquarie Asset Strategy Fund Cl I
Price$21.95
Change+$0.31 (+1.43%)
VolumeN/A
Net Assets1.68B
American Funds Capital Income Bldr R2
Price$71.50
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets107.13B
IVAEX vs RIRBX Comparison Chart
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IVAEX vs. RIRBX commentary
Apr 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 RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 107B vs. IVAEX (1.68B). RIRBX pays higher dividends than IVAEX: RIRBX (2.41) vs IVAEX (1.71). 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 : 9.88 vs. IVAEX (1.56). RIRBX return over 5 years is better than : 42.76 vs. IVAEX (26.86).
| 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 | -0.541 | 4.028 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 107B | 2% |
| Annual Yield % from dividends | 1.71 | 2.41 | 71% |
| Returns for 1 year | 1.56 | 9.88 | 16% |
| Returns for 3 years | 2.75 | 13.39 | 21% |
| Returns for 5 years | 26.86 | 42.76 | 63% |
| Returns for 10 years | -7.93 | 29.95 | -26% |
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