Interact to see
Advertisement
Advertisement
APPIX vs RIRHX
APPIX vs RIRHX Comparison
Open Charts APPIX vs RIRHX
Appleseed Institutional
Price$15.44
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets53.72M
American Funds Capital Income Bldr R5E
Price$75.15
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets113.5B
APPIX vs RIRHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
APPIX vs. RIRHX commentary
Jun 07, 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 RIRHX is a Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 113B vs. APPIX (53.7M). APPIX pays higher dividends than RIRHX: APPIX (5.25) vs RIRHX (3.21). APPIX was incepted earlier than RIRHX: APPIX (14 years) vs RIRHX (10 years). APPIX (1.44) is less costly to investors than RIRHX (0.42). APPIX is a more actively managed with annual turnover of: 63.00 vs. RIRHX (56.00). RIRHX has a lower initial minimum investment than APPIX: RIRHX (250) vs APPIX (100000). RIRHX annual gain was more profitable for investors over the last year : 13.25 vs. APPIX (10.50). APPIX return over 5 years is better than : 46.44 vs. RIRHX (43.84).
| APPIX | RIRHX | APPIX / RIRHX | |
| Total Expense Ratio | 1.02 | 0.42 | 243% |
| Annual Report Gross Expense Ratio | 1.44 | 0.42 | 343% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 8.445 | 9.943 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.7M | 113B | 0% |
| Annual Yield % from dividends | 5.25 | 3.21 | 163% |
| Returns for 1 year | 10.50 | 13.25 | 79% |
| Returns for 3 years | 17.48 | 21.82 | 80% |
| Returns for 5 years | 46.44 | 43.84 | 106% |
| Returns for 10 years | 41.82 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers