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APPIX vs RIRHX
APPIX vs RIRHX Comparison
Open Charts APPIX vs RIRHX
Appleseed Institutional
Price$15.83
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets52.62M
American Funds Capital Income Bldr R5E
Price$75.90
Change+$0.23 (+0.30%)
VolumeN/A
Net Assets115.03B
APPIX vs RIRHX Comparison Chart in %
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APPIX vs. RIRHX commentary
Jul 01, 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 RIRHX is a Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 115B vs. APPIX (52.6M). 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: 60.00 vs. RIRHX (56.00). RIRHX has a lower initial minimum investment than APPIX: RIRHX (250) vs APPIX (100000). APPIX annual gain was more profitable for investors over the last year : 16.20 vs. RIRHX (15.39). APPIX return over 5 years is better than : 60.75 vs. RIRHX (53.04).
| 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 | 11.400 | 11.778 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.6M | 115B | 0% |
| Annual Yield % from dividends | 5.25 | 3.21 | 163% |
| Returns for 1 year | 16.20 | 15.39 | 105% |
| Returns for 3 years | 27.92 | 32.23 | 87% |
| Returns for 5 years | 60.75 | 53.04 | 115% |
| Returns for 10 years | 47.30 | N/A | - |
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