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IVAEX vs RIRBX
IVAEX vs RIRBX Comparison
Open Charts IVAEX vs RIRBX
Macquarie Asset Strategy Fund Cl I
Price$22.66
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets1.79B
American Funds Capital Income Bldr R2
Price$71.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets107.94B
IVAEX vs RIRBX Comparison Chart
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IVAEX vs. RIRBX commentary
Jan 31, 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: 108B vs. IVAEX (1.79B). IVAEX pays higher dividends than RIRBX: IVAEX (2.99) vs RIRBX (2.55). IVAEX was incepted earlier than RIRBX: IVAEX (18 years) vs RIRBX (23 years). RIRBX is a more actively managed with annual turnover of: 106.00 vs. IVAEX (74.00). IVAEX has a lower initial minimum investment than RIRBX: IVAEX (0) vs RIRBX (250). IVAEX (10.85) and RIRBX (10.50) have marching annual gain over last year. RIRBX return over 5 years is better than : 24.13 vs. IVAEX (13.79).
| IVAEX | RIRBX | IVAEX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 3.802 | 3.027 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 108B | 2% |
| Annual Yield % from dividends | 2.99 | 2.55 | 118% |
| Returns for 1 year | 10.85 | 10.50 | 103% |
| Returns for 3 years | -0.25 | 8.20 | -3% |
| Returns for 5 years | 13.79 | 24.13 | 57% |
| Returns for 10 years | 0.39 | 31.82 | 1% |
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