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IVAEX vs RIRBX
IVAEX vs RIRBX Comparison
Open Charts IVAEX vs RIRBX
Macquarie Asset Strategy Fund Cl I
Price$22.98
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.77B
American Funds Capital Income Bldr R2
Price$73.94
Change+$0.16 (+0.22%)
VolumeN/A
Net Assets111.36B
IVAEX vs RIRBX Comparison Chart
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IVAEX vs. RIRBX commentary
May 25, 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 Buy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 111B vs. IVAEX (1.77B). RIRBX pays higher dividends than IVAEX: RIRBX (2.40) vs IVAEX (1.69). 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). RIRBX (56.00) and IVAEX (54.00) have comparable annual turnover. 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 : 11.16 vs. IVAEX (4.15). RIRBX return over 5 years is better than : 46.53 vs. IVAEX (30.10).
| 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 | 5.617 | 7.578 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 111B | 2% |
| Annual Yield % from dividends | 1.69 | 2.40 | 71% |
| Returns for 1 year | 4.15 | 11.16 | 37% |
| Returns for 3 years | 14.54 | 19.43 | 75% |
| Returns for 5 years | 30.10 | 46.53 | 65% |
| Returns for 10 years | -1.57 | 36.04 | -4% |
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