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IVAEX vs RIEBX
IVAEX vs RIEBX Comparison
Open Charts IVAEX vs RIEBX
Macquarie Asset Strategy Fund Cl I
Price$23.41
Change-$0.20 (-0.85%)
VolumeN/A
Net Assets1.79B
American Funds Income Fund of Amer R2E
Price$26.19
Change-$0.15 (-0.57%)
VolumeN/A
Net Assets132.63B
IVAEX vs RIEBX Comparison Chart
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IVAEX vs. RIEBX commentary
Jun 15, 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 RIEBX is a Buy.
FUNDAMENTALS
Fundamentals
RIEBX has more cash in the bank: 133B vs. IVAEX (1.79B). RIEBX pays higher dividends than IVAEX: RIEBX (3.30) vs IVAEX (1.63). IVAEX was incepted earlier than RIEBX: IVAEX (18 years) vs RIEBX (11 years). RIEBX (1.07) is less costly to investors than IVAEX (0.81). RIEBX is a more actively managed with annual turnover of: 92.00 vs. IVAEX (54.00). IVAEX has a lower initial minimum investment than RIEBX: IVAEX (0) vs RIEBX (250). RIEBX annual gain was more profitable for investors over the last year : 13.14 vs. IVAEX (5.02). RIEBX return over 5 years is better than : 39.54 vs. IVAEX (25.84).
| IVAEX | RIEBX | IVAEX / RIEBX | |
| Total Expense Ratio | 0.81 | 1.07 | 76% |
| Annual Report Gross Expense Ratio | 0.81 | 1.07 | 76% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 7.594 | 8.767 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 133B | 1% |
| Annual Yield % from dividends | 1.63 | 3.30 | 49% |
| Returns for 1 year | 5.02 | 13.14 | 38% |
| Returns for 3 years | 21.63 | 24.11 | 90% |
| Returns for 5 years | 25.84 | 39.54 | 65% |
| Returns for 10 years | 1.99 | 39.82 | 5% |
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