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ABWIX vs RIRFX
ABWIX vs RIRFX Comparison
Open Charts ABWIX vs RIRFX
AB All Market Total Return I
Price$15.72
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets407.55M
American Funds Capital Income Bldr R5
Price$72.65
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.75B
ABWIX vs RIRFX Comparison Chart
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ABWIX vs. RIRFX commentary
May 12, 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 ABWIX is a Buy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. ABWIX (408M). RIRFX (3.41) and ABWIX (3.25) have matching dividends . ABWIX was incepted earlier than RIRFX: ABWIX (20 years) vs RIRFX (23 years). ABWIX (0.85) is less costly to investors than RIRFX (0.31). ABWIX is a more actively managed with annual turnover of: 182.00 vs. RIRFX (56.00). ABWIX has a lower initial minimum investment than RIRFX: ABWIX (0) vs RIRFX (250). RIRFX annual gain was more profitable for investors over the last year : 10.55 vs. ABWIX (7.32). RIRFX return over 5 years is better than : 56.68 vs. ABWIX (24.46).
| ABWIX | RIRFX | ABWIX / RIRFX | |
| Total Expense Ratio | 0.84 | 0.31 | 271% |
| Annual Report Gross Expense Ratio | 0.85 | 0.31 | 274% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 1.879 | 6.082 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 408M | 110B | 0% |
| Annual Yield % from dividends | 3.25 | 3.41 | 95% |
| Returns for 1 year | 7.32 | 10.55 | 69% |
| Returns for 3 years | 18.42 | 26.08 | 71% |
| Returns for 5 years | 24.46 | 56.68 | 43% |
| Returns for 10 years | 29.70 | 51.97 | 57% |
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