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APPLX vs RIRCX
APPLX vs RIRCX Comparison
Open Charts APPLX vs RIRCX
Appleseed Investor
Price$14.45
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets56.22M
American Funds Capital Income Bldr R3
Price$69.98
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
APPLX vs RIRCX Comparison Chart
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APPLX vs. RIRCX commentary
Jan 19, 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 StrongBuy and RIRCX is a Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 107B vs. APPLX (56.2M). RIRCX pays higher dividends than APPLX: RIRCX (2.97) vs APPLX (1.87). APPLX was incepted earlier than RIRCX: APPLX (18 years) vs RIRCX (23 years). RIRCX is a more actively managed with annual turnover of: 106.00 vs. APPLX (63.00). RIRCX has a lower initial minimum investment than APPLX: RIRCX (250) vs APPLX (2500). RIRCX (10.39) and APPLX (10.02) have marching annual gain over last year. RIRCX return over 5 years is better than : 21.37 vs. APPLX (15.84).
| APPLX | RIRCX | APPLX / RIRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 2.337 | 1.420 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.2M | 107B | 0% |
| Annual Yield % from dividends | 1.87 | 2.97 | 63% |
| Returns for 1 year | 10.02 | 10.39 | 97% |
| Returns for 3 years | -4.14 | 6.70 | -62% |
| Returns for 5 years | 15.84 | 21.37 | 74% |
| Returns for 10 years | 35.09 | 32.47 | 108% |
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