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APPLX vs RIRBX
APPLX vs RIRBX Comparison
Open Charts APPLX vs RIRBX
Appleseed Investor
Price$13.73
Change+$0.73 (+5.62%)
VolumeN/A
Net Assets47.31M
American Funds Capital Income Bldr R2
Price$68.84
Change+$2.54 (+3.83%)
VolumeN/A
Net Assets100.5B
APPLX vs RIRBX Comparison Chart
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APPLX vs. RIRBX commentary
Apr 11, 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 APPLX is a Hold and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 100B vs. APPLX (47.3M). APPLX pays higher dividends than RIRBX: APPLX (5.22) vs RIRBX (2.41). APPLX was incepted earlier than RIRBX: APPLX (18 years) vs RIRBX (23 years). APPLX (1.69) is less costly to investors than RIRBX (1.36). RIRBX has a lower initial minimum investment than APPLX: RIRBX (250) vs APPLX (2500). RIRBX annual gain was more profitable for investors over the last year : 0.23 vs. APPLX (-6.43). APPLX return over 5 years is better than : 44.20 vs. RIRBX (31.77).
| APPLX | RIRBX | APPLX / RIRBX | |
| Total Expense Ratio | 1.21 | 1.36 | 89% |
| Annual Report Gross Expense Ratio | 1.69 | 1.36 | 124% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -7.932 | -3.538 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.3M | 100B | 0% |
| Annual Yield % from dividends | 5.22 | 2.41 | 217% |
| Returns for 1 year | -6.43 | 0.23 | -2,763% |
| Returns for 3 years | -7.59 | 2.47 | -307% |
| Returns for 5 years | 44.20 | 31.77 | 139% |
| Returns for 10 years | 15.82 | 22.11 | 72% |
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