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APPIX vs RIRBX
APPIX vs RIRBX Comparison
Open Charts APPIX vs RIRBX
Appleseed Institutional
Price$16.33
Change-$0.11 (-0.67%)
VolumeN/A
Net Assets50.73M
American Funds Capital Income Bldr R2
Price$79.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets119.1B
APPIX vs RIRBX Comparison Chart in %
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APPIX vs. RIRBX commentary
Nov 20, 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 Hold and RIRBX is a Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 119B vs. APPIX (50.7M). 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 : 14.09 vs. RIRBX (12.19). RIRBX return over 5 years is better than : 41.99 vs. APPIX (38.55).
| 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 | 15.693 | 15.893 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.7M | 119B | 0% |
| Annual Yield % from dividends | 4.67 | 2.20 | 212% |
| Returns for 1 year | 14.09 | 12.19 | 116% |
| Returns for 3 years | 31.37 | 33.92 | 92% |
| Returns for 5 years | 38.55 | 41.99 | 92% |
| Returns for 10 years | 67.82 | 55.39 | 122% |
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