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IVAEX vs RIRBX
IVAEX vs RIRBX Comparison
Open Charts IVAEX vs RIRBX
Nomura Asset Strategy Fund Cl I
Price$25.19
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets1.82B
American Funds Capital Income Bldr R2
Price$80.90
Change-$0.61 (-0.75%)
VolumeN/A
Net Assets120.93B
IVAEX vs RIRBX Comparison Chart in %
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IVAEX vs. RIRBX commentary
Dec 14, 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 Buy and RIRBX is a Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 121B vs. IVAEX (1.82B). RIRBX pays higher dividends than IVAEX: RIRBX (2.15) vs IVAEX (1.33). IVAEX was incepted earlier than RIRBX: IVAEX (19 years) vs RIRBX (24 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 : 14.91 vs. IVAEX (6.53). RIRBX return over 5 years is better than : 42.82 vs. IVAEX (16.87).
| 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 | 24 years | - |
| Gain YTD | 16.750 | 19.575 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 121B | 2% |
| Annual Yield % from dividends | 1.33 | 2.15 | 62% |
| Returns for 1 year | 6.53 | 14.91 | 44% |
| Returns for 3 years | 24.17 | 35.01 | 69% |
| Returns for 5 years | 16.87 | 42.82 | 39% |
| Returns for 10 years | 29.89 | 66.30 | 45% |
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