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IVAEX vs RIRBX
IVAEX vs RIRBX Comparison
Open Charts IVAEX vs RIRBX
Macquarie Asset Strategy Fund Cl I
Price$24.58
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets1.82B
American Funds Capital Income Bldr R2
Price$78.84
Change+$0.43 (+0.55%)
VolumeN/A
Net Assets118.3B
IVAEX vs RIRBX Comparison Chart in %
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IVAEX vs. RIRBX commentary
Sep 27, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 118B vs. IVAEX (1.82B). RIRBX pays higher dividends than IVAEX: RIRBX (2.23) vs IVAEX (1.37). IVAEX was incepted earlier than RIRBX: IVAEX (19 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than IVAEX (0.81). 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 : 9.40 vs. IVAEX (5.76). RIRBX return over 5 years is better than : 50.79 vs. IVAEX (24.06).
| IVAEX | RIRBX | IVAEX / RIRBX | |
| Total Expense Ratio | 0.81 | 1.36 | 60% |
| Annual Report Gross Expense Ratio | 0.81 | 1.36 | 60% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 13.923 | 15.658 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 118B | 2% |
| Annual Yield % from dividends | 1.37 | 2.23 | 62% |
| Returns for 1 year | 5.76 | 9.40 | 61% |
| Returns for 3 years | 34.88 | 45.88 | 76% |
| Returns for 5 years | 24.06 | 50.79 | 47% |
| Returns for 10 years | 24.91 | 64.15 | 39% |
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