Interact to see
Advertisement
Advertisement
IVAEX vs RIRBX
IVAEX vs RIRBX Comparison
Open Charts IVAEX vs RIRBX
Macquarie Asset Strategy Fund Cl I
Price$24.39
Change+$0.16 (+0.66%)
VolumeN/A
Net Assets1.82B
American Funds Capital Income Bldr R2
Price$78.54
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
IVAEX vs RIRBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVAEX vs. RIRBX commentary
Sep 07, 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 StrongBuy and RIRBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 118B vs. IVAEX (1.82B). RIRBX pays higher dividends than IVAEX: RIRBX (2.23) vs IVAEX (1.37). 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 is a more actively managed with annual turnover of: 67.00 vs. RIRBX (56.00). 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 : 11.06 vs. IVAEX (8.41). RIRBX return over 5 years is better than : 45.26 vs. IVAEX (19.63).
| 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 | 12.652 | 14.768 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 118B | 2% |
| Annual Yield % from dividends | 1.37 | 2.23 | 62% |
| Returns for 1 year | 8.41 | 11.06 | 76% |
| Returns for 3 years | 25.99 | 35.61 | 73% |
| Returns for 5 years | 19.63 | 45.26 | 43% |
| Returns for 10 years | 19.10 | 56.60 | 34% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement