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IVAEX vs RIRBX
IVAEX vs RIRBX Comparison
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IVAEX vs RIRBX Comparison Chart in %
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IVAEX vs. RIRBX commentary
Aug 03, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 128B vs. IVAEX (1.82B). RIRBX pays higher dividends than IVAEX: RIRBX (1.97) vs IVAEX (1.82). IVAEX was incepted earlier than RIRBX: IVAEX (19 years) vs RIRBX (24 years). RIRBX (1.35) is less costly to investors than IVAEX (0.87). IVAEX is a more actively managed with annual turnover of: 76.00 vs. RIRBX (50.00). 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 : 12.38 vs. IVAEX (3.93). RIRBX return over 5 years is better than : 36.25 vs. IVAEX (1.10).
| IVAEX | RIRBX | IVAEX / RIRBX | |
| Total Expense Ratio | 0.87 | 1.35 | 64% |
| Annual Report Gross Expense Ratio | 0.87 | 1.35 | 64% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 6.318 | 9.957 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 128B | 1% |
| Annual Yield % from dividends | 1.82 | 1.97 | 92% |
| Returns for 1 year | 3.93 | 12.38 | 32% |
| Returns for 3 years | 30.54 | 38.22 | 80% |
| Returns for 5 years | 1.10 | 36.25 | 3% |
| Returns for 10 years | 31.49 | 61.86 | 51% |
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