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IVAEX vs RIRBX
IVAEX vs RIRBX Comparison
Open Charts IVAEX vs RIRBX
Nomura Asset Strategy Fund Cl I
Price$23.77
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets1.85B
American Funds Capital Income Bldr R2
Price$78.49
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
IVAEX vs RIRBX Comparison Chart in %
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IVAEX vs. RIRBX commentary
Jan 15, 2026
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: 121B vs. IVAEX (1.85B). RIRBX pays higher dividends than IVAEX: RIRBX (2.15) vs IVAEX (1.32). 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 : 17.02 vs. IVAEX (10.68). RIRBX return over 5 years is better than : 36.07 vs. IVAEX (7.01).
| 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 | 2.369 | 1.935 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 121B | 2% |
| Annual Yield % from dividends | 1.32 | 2.15 | 61% |
| Returns for 1 year | 10.68 | 17.02 | 63% |
| Returns for 3 years | 31.86 | 29.90 | 107% |
| Returns for 5 years | 7.01 | 36.07 | 19% |
| Returns for 10 years | 28.70 | 68.65 | 42% |
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