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IVAEX vs RIRBX
IVAEX vs RIRBX Comparison
Open Charts IVAEX vs RIRBX
Macquarie Asset Strategy Fund Cl I
Price$24.50
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.79B
American Funds Capital Income Bldr R2
Price$79.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets119.1B
IVAEX vs RIRBX Comparison Chart in %
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IVAEX vs. RIRBX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 119B vs. IVAEX (1.79B). RIRBX pays higher dividends than IVAEX: RIRBX (2.20) vs IVAEX (1.34). IVAEX was incepted earlier than RIRBX: IVAEX (19 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than IVAEX (0.87). 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 : 12.19 vs. IVAEX (6.59). RIRBX return over 5 years is better than : 41.99 vs. IVAEX (15.15).
| IVAEX | RIRBX | IVAEX / RIRBX | |
| Total Expense Ratio | 0.87 | 1.36 | 64% |
| Annual Report Gross Expense Ratio | 0.87 | 1.36 | 64% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 13.552 | 15.893 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 119B | 2% |
| Annual Yield % from dividends | 1.34 | 2.20 | 61% |
| Returns for 1 year | 6.59 | 12.19 | 54% |
| Returns for 3 years | 23.51 | 33.92 | 69% |
| Returns for 5 years | 15.15 | 41.99 | 36% |
| Returns for 10 years | 16.20 | 55.39 | 29% |
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