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APPIX vs RIRGX
APPIX vs RIRGX Comparison
Open Charts APPIX vs RIRGX
Appleseed Institutional
Price$16.09
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets52.3M
American Funds Capital Income Bldr R6
Price$77.46
Change+$0.15 (+0.19%)
VolumeN/A
Net Assets116.75B
APPIX vs RIRGX Comparison Chart in %
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APPIX vs. RIRGX 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 RIRGX is a Buy.
FUNDAMENTALS
Fundamentals
RIRGX has more cash in the bank: 117B vs. APPIX (52.3M). APPIX pays higher dividends than RIRGX: APPIX (5.04) vs RIRGX (3.30). APPIX was incepted earlier than RIRGX: APPIX (15 years) vs RIRGX (16 years). APPIX (1.44) is less costly to investors than RIRGX (0.27). APPIX is a more actively managed with annual turnover of: 60.00 vs. RIRGX (56.00). RIRGX has a lower initial minimum investment than APPIX: RIRGX (250) vs APPIX (100000). APPIX (15.35) and RIRGX (14.87) have marching annual gain over last year. APPIX (51.97) and RIRGX (49.98) have equivalent 5 years return.
| APPIX | RIRGX | APPIX / RIRGX | |
| Total Expense Ratio | 1.02 | 0.27 | 378% |
| Annual Report Gross Expense Ratio | 1.44 | 0.27 | 533% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 12.738 | 13.972 | 91% |
| 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 | 3.30 | 153% |
| Returns for 1 year | 15.35 | 14.87 | 103% |
| Returns for 3 years | 25.14 | 32.69 | 77% |
| Returns for 5 years | 51.97 | 49.98 | 104% |
| Returns for 10 years | 57.53 | 54.69 | 105% |