Ad is loading...
APPIX vs RIRBX
APPIX vs RIRBX Comparison
Open Charts APPIX vs RIRBX
Appleseed Institutional
Price$14.35
Change-$0.52 (-3.50%)
VolumeN/A
Net Assets54.42M
American Funds Capital Income Bldr R2
Price$71.16
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
APPIX vs RIRBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
APPIX vs. RIRBX commentary
Apr 04, 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: 110B vs. APPIX (54.4M). APPIX pays higher dividends than RIRBX: APPIX (5.40) vs RIRBX (2.41). APPIX was incepted earlier than RIRBX: APPIX (14 years) vs RIRBX (23 years). APPIX (1.44) is less costly to investors than RIRBX (1.36). RIRBX has a lower initial minimum investment than APPIX: RIRBX (250) vs APPIX (100000). RIRBX annual gain was more profitable for investors over the last year : 7.55 vs. APPIX (6.92). APPIX return over 5 years is better than : 88.19 vs. RIRBX (49.99).
| APPIX | RIRBX | APPIX / RIRBX | |
| Total Expense Ratio | 1.02 | 1.36 | 75% |
| Annual Report Gross Expense Ratio | 1.44 | 1.36 | 106% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 4.645 | 3.533 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.4M | 110B | 0% |
| Annual Yield % from dividends | 5.40 | 2.41 | 224% |
| Returns for 1 year | 6.92 | 7.55 | 92% |
| Returns for 3 years | 5.18 | 9.69 | 53% |
| Returns for 5 years | 88.19 | 49.99 | 176% |
| Returns for 10 years | 34.74 | 32.01 | 109% |
View a ticker or compare two or three
VS
VS
Ad is loading...