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IVAEX vs RIRBX
IVAEX vs RIRBX Comparison
Open Charts IVAEX vs RIRBX
Macquarie Asset Strategy Fund Cl I
Price$24.23
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets1.82B
American Funds Capital Income Bldr R2
Price$78.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
IVAEX vs RIRBX Comparison Chart in %
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IVAEX vs. RIRBX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 118B vs. IVAEX (1.82B). RIRBX pays higher dividends than IVAEX: RIRBX (2.28) vs IVAEX (1.39). 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 : 11.70 vs. IVAEX (7.04). RIRBX return over 5 years is better than : 43.98 vs. IVAEX (19.64).
| 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 | 11.913 | 14.023 | 85% |
| 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 | 1.39 | 2.28 | 61% |
| Returns for 1 year | 7.04 | 11.70 | 60% |
| Returns for 3 years | 17.26 | 27.16 | 64% |
| Returns for 5 years | 19.64 | 43.98 | 45% |
| Returns for 10 years | 10.60 | 48.45 | 22% |
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