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IVAEX vs RIRBX
IVAEX vs RIRBX Comparison
Open Charts IVAEX vs RIRBX
Macquarie Asset Strategy Fund Cl I
Price$25.01
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets1.82B
American Funds Capital Income Bldr R2
Price$79.33
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
IVAEX vs RIRBX Comparison Chart in %
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IVAEX vs. RIRBX commentary
Oct 21, 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 Hold and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 120B vs. IVAEX (1.83B). RIRBX pays higher dividends than IVAEX: RIRBX (2.20) vs IVAEX (1.35). IVAEX was incepted earlier than RIRBX: IVAEX (19 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than IVAEX (0.87). IVAEX is a more actively managed with annual turnover of: 67.00 vs. RIRBX (56.00). 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 : 9.93 vs. IVAEX (6.71). RIRBX return over 5 years is better than : 47.88 vs. IVAEX (21.26).
| IVAEX | RIRBX | IVAEX / RIRBX | |
| Total Expense Ratio | 0.87 | 1.36 | 64% |
| Annual Report Gross Expense Ratio | 0.87 | 1.36 | 64% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 14.850 | 16.377 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 120B | 2% |
| Annual Yield % from dividends | 1.35 | 2.20 | 61% |
| Returns for 1 year | 6.71 | 9.93 | 68% |
| Returns for 3 years | 33.50 | 44.51 | 75% |
| Returns for 5 years | 21.26 | 47.88 | 44% |
| Returns for 10 years | 17.72 | 54.82 | 32% |
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