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APPIX vs RIRHX
APPIX vs RIRHX Comparison
Open Charts APPIX vs RIRHX
Appleseed Institutional
Price$14.08
Change-$0.32 (-2.22%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5E
Price$71.04
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
APPIX vs RIRHX Comparison Chart
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APPIX vs. RIRHX 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 RIRHX is a Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 108B vs. APPIX (57.8M). RIRHX pays higher dividends than APPIX: RIRHX (3.45) vs APPIX (2.04). APPIX was incepted earlier than RIRHX: APPIX (14 years) vs RIRHX (9 years). RIRHX is a more actively managed with annual turnover of: 106.00 vs. APPIX (63.00). 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 : 13.65 vs. APPIX (10.08). RIRHX return over 5 years is better than : 26.76 vs. APPIX (17.43).
| APPIX | RIRHX | APPIX / RIRHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 7.351 | 12.184 | 60% |
| 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 | 3.45 | 59% |
| Returns for 1 year | 10.08 | 13.65 | 74% |
| Returns for 3 years | -3.20 | 13.72 | -23% |
| Returns for 5 years | 17.43 | 26.76 | 65% |
| Returns for 10 years | 36.36 | N/A | - |
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