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APPLX vs RIREX
APPLX vs RIREX Comparison
Open Charts APPLX vs RIREX
Appleseed Investor
Price$15.02
Change-$0.15 (-0.99%)
VolumeN/A
Net Assets57.37M
American Funds Capital Income Bldr R4
Price$72.45
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
APPLX vs RIREX Comparison Chart
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APPLX vs. RIREX commentary
Feb 23, 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 Buy and RIREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 110B vs. APPLX (57.4M). RIREX pays higher dividends than APPLX: RIREX (3.26) vs APPLX (1.87). APPLX was incepted earlier than RIREX: APPLX (18 years) vs RIREX (23 years). RIREX is a more actively managed with annual turnover of: 106.00 vs. APPLX (63.00). RIREX has a lower initial minimum investment than APPLX: RIREX (250) vs APPLX (2500). APPLX annual gain was more profitable for investors over the last year : 13.22 vs. RIREX (12.12). RIREX return over 5 years is better than : 27.73 vs. APPLX (25.05).
| APPLX | RIREX | APPLX / RIREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 6.374 | 5.091 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.4M | 110B | 0% |
| Annual Yield % from dividends | 1.87 | 3.26 | 57% |
| Returns for 1 year | 13.22 | 12.12 | 109% |
| Returns for 3 years | 4.89 | 13.78 | 36% |
| Returns for 5 years | 25.05 | 27.73 | 90% |
| Returns for 10 years | 36.55 | 35.58 | 103% |