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APPIX vs RIRBX
APPIX vs RIRBX Comparison
Open Charts APPIX vs RIRBX
Appleseed Institutional
Price$14.08
Change-$0.32 (-2.22%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R2
Price$71.10
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
APPIX vs RIRBX Comparison Chart
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APPIX vs. RIRBX commentary
Dec 19, 2024
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: 108B vs. APPIX (57.8M). 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). RIRBX annual gain was more profitable for investors over the last year : 12.56 vs. APPIX (10.08). RIRBX return over 5 years is better than : 22.94 vs. APPIX (17.43).
| 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 | 7.351 | 11.171 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.8M | 108B | 0% |
| Annual Yield % from dividends | 2.04 | 2.55 | 80% |
| Returns for 1 year | 10.08 | 12.56 | 80% |
| Returns for 3 years | -3.20 | 11.37 | -28% |
| Returns for 5 years | 17.43 | 22.94 | 76% |
| Returns for 10 years | 36.36 | 33.77 | 108% |
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