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IASRX vs RIRBX
IASRX vs RIRBX Comparison
Open Charts IASRX vs RIRBX
Macquarie Asset Strategy Fund Cl R
Price$22.30
Change-$0.19 (-0.84%)
VolumeN/A
Net Assets1.79B
American Funds Capital Income Bldr R2
Price$75.29
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
IASRX vs RIRBX Comparison Chart
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IASRX vs. RIRBX commentary
Jun 16, 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 IASRX is a StrongBuy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 114B vs. IASRX (1.79B). RIRBX pays higher dividends than IASRX: RIRBX (2.33) vs IASRX (1.26). IASRX was incepted earlier than RIRBX: IASRX (17 years) vs RIRBX (23 years). RIRBX (1.36) and IASRX (1.31) have similar cost to investors . RIRBX (56.00) and IASRX (54.00) have comparable annual turnover. IASRX has a lower initial minimum investment than RIRBX: IASRX (0) vs RIRBX (250). RIRBX annual gain was more profitable for investors over the last year : 13.05 vs. IASRX (4.20). RIRBX return over 5 years is better than : 44.33 vs. IASRX (21.17).
| IASRX | RIRBX | IASRX / RIRBX | |
| Total Expense Ratio | 1.31 | 1.36 | 96% |
| Annual Report Gross Expense Ratio | 1.31 | 1.36 | 96% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 7.299 | 10.019 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 114B | 2% |
| Annual Yield % from dividends | 1.26 | 2.33 | 54% |
| Returns for 1 year | 4.20 | 13.05 | 32% |
| Returns for 3 years | 18.82 | 29.77 | 63% |
| Returns for 5 years | 21.17 | 44.33 | 48% |
| Returns for 10 years | -3.95 | 41.34 | -10% |
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