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IVAEX vs RIRBX
IVAEX vs RIRBX Comparison
Open Charts IVAEX vs RIRBX
Macquarie Asset Strategy Fund Cl I
Price$23.91
Change-$0.08 (-0.33%)
VolumeN/A
Net Assets1.82B
American Funds Capital Income Bldr R2
Price$76.93
Change-$0.32 (-0.41%)
VolumeN/A
Net Assets116.7B
IVAEX vs RIRBX Comparison Chart in %
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IVAEX vs. RIRBX commentary
Jul 12, 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: 117B 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 : 12.75 vs. IVAEX (5.98). RIRBX return over 5 years is better than : 45.96 vs. IVAEX (25.15).
| 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 | 10.805 | 12.415 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 117B | 2% |
| Annual Yield % from dividends | 1.39 | 2.28 | 61% |
| Returns for 1 year | 5.98 | 12.75 | 47% |
| Returns for 3 years | 25.32 | 32.36 | 78% |
| Returns for 5 years | 25.15 | 45.96 | 55% |
| Returns for 10 years | 5.20 | 44.79 | 12% |
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