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APPIX vs RIRBX
APPIX vs RIRBX Comparison
Open Charts APPIX vs RIRBX
Appleseed Institutional
Price$17.15
Change-$0.13 (-0.75%)
VolumeN/A
Net Assets54.85M
American Funds Capital Income Bldr R2
Price$79.61
Change-$0.08 (-0.10%)
VolumeN/A
Net Assets120.2B
APPIX vs RIRBX Comparison Chart in %
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APPIX vs. RIRBX commentary
Oct 08, 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 APPIX is a Buy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 120B vs. APPIX (54.8M). APPIX pays higher dividends than RIRBX: APPIX (4.67) vs RIRBX (2.20). APPIX was incepted earlier than RIRBX: APPIX (15 years) vs RIRBX (23 years). APPIX (1.44) is less costly to investors than RIRBX (1.36). APPIX is a more actively managed with annual turnover of: 60.00 vs. RIRBX (56.00). RIRBX has a lower initial minimum investment than APPIX: RIRBX (250) vs APPIX (100000). APPIX annual gain was more profitable for investors over the last year : 22.50 vs. RIRBX (11.51). APPIX return over 5 years is better than : 59.69 vs. RIRBX (47.83).
| APPIX | RIRBX | APPIX / RIRBX | |
| Total Expense Ratio | 1.02 | 1.36 | 75% |
| Annual Report Gross Expense Ratio | 1.44 | 1.36 | 106% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 21.605 | 16.787 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.8M | 120B | 0% |
| Annual Yield % from dividends | 4.67 | 2.20 | 212% |
| Returns for 1 year | 22.50 | 11.51 | 196% |
| Returns for 3 years | 41.23 | 46.64 | 88% |
| Returns for 5 years | 59.69 | 47.83 | 125% |
| Returns for 10 years | 70.34 | 56.31 | 125% |
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