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APPIX vs RIRBX
APPIX vs RIRBX Comparison
Open Charts APPIX vs RIRBX
Appleseed Institutional
Price$14.55
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets56.19M
American Funds Capital Income Bldr R2
Price$70.01
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.42B
APPIX vs RIRBX Comparison Chart
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APPIX vs. RIRBX commentary
Jan 19, 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 StrongBuy and RIRBX is a Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 106B vs. APPIX (56.2M). RIRBX pays higher dividends than APPIX: RIRBX (2.55) vs APPIX (2.04). APPIX was incepted earlier than RIRBX: APPIX (14 years) vs RIRBX (23 years). RIRBX is a more actively managed with annual turnover of: 106.00 vs. APPIX (63.00). RIRBX has a lower initial minimum investment than APPIX: RIRBX (250) vs APPIX (100000). APPIX (10.34) and RIRBX (9.89) have marching annual gain over last year. RIRBX return over 5 years is better than : 19.51 vs. APPIX (16.94).
| APPIX | RIRBX | APPIX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 2.393 | 1.405 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.2M | 106B | 0% |
| Annual Yield % from dividends | 2.04 | 2.55 | 80% |
| Returns for 1 year | 10.34 | 9.89 | 105% |
| Returns for 3 years | -3.54 | 5.65 | -63% |
| Returns for 5 years | 16.94 | 19.51 | 87% |
| Returns for 10 years | 37.78 | 30.09 | 126% |