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APPLX vs RIREX
APPLX vs RIREX Comparison
Open Charts APPLX vs RIREX
Appleseed Investor
Price$13.73
Change+$0.73 (+5.62%)
VolumeN/A
Net Assets47.31M
American Funds Capital Income Bldr R4
Price$68.76
Change+$2.55 (+3.85%)
VolumeN/A
Net Assets100.5B
APPLX vs RIREX Comparison Chart
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APPLX vs. RIREX 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 100B vs. APPLX (47.3M). APPLX pays higher dividends than RIREX: APPLX (5.22) vs RIREX (3.13). APPLX was incepted earlier than RIREX: APPLX (18 years) vs RIREX (23 years). APPLX (1.69) is less costly to investors than RIREX (0.62). RIREX has a lower initial minimum investment than APPLX: RIREX (250) vs APPLX (2500). RIREX annual gain was more profitable for investors over the last year : 0.96 vs. APPLX (-6.43). APPLX return over 5 years is better than : 44.20 vs. RIREX (35.42).
| APPLX | RIREX | APPLX / RIREX | |
| Total Expense Ratio | 1.21 | 0.62 | 195% |
| Annual Report Gross Expense Ratio | 1.69 | 0.62 | 273% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -7.932 | -3.353 | 237% |
| 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 | 3.13 | 167% |
| Returns for 1 year | -6.43 | 0.96 | -667% |
| Returns for 3 years | -7.59 | 4.33 | -175% |
| Returns for 5 years | 44.20 | 35.42 | 125% |
| Returns for 10 years | 15.82 | 26.09 | 61% |
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