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APPIX vs RIRBX
APPIX vs RIRBX Comparison
Open Charts APPIX vs RIRBX
Appleseed Institutional
Price$16.09
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets52.3M
American Funds Capital Income Bldr R2
Price$77.49
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets116.75B
APPIX vs RIRBX Comparison Chart in %
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APPIX vs. RIRBX commentary
Aug 09, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 117B vs. APPIX (52.3M). APPIX pays higher dividends than RIRBX: APPIX (5.04) vs RIRBX (2.28). 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 : 15.35 vs. RIRBX (13.64). APPIX return over 5 years is better than : 51.97 vs. RIRBX (43.80).
| 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 | 12.738 | 13.233 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.3M | 117B | 0% |
| Annual Yield % from dividends | 5.04 | 2.28 | 221% |
| Returns for 1 year | 15.35 | 13.64 | 113% |
| Returns for 3 years | 25.14 | 28.94 | 87% |
| Returns for 5 years | 51.97 | 43.80 | 119% |
| Returns for 10 years | 57.53 | 47.17 | 122% |