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APPLX vs RIRFX
APPLX vs RIRFX Comparison
Open Charts APPLX vs RIRFX
Appleseed Investor
Price$14.45
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets56.22M
American Funds Capital Income Bldr R5
Price$69.96
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
APPLX vs RIRFX Comparison Chart
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APPLX vs. RIRFX 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 RIRFX is a Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 107B vs. APPLX (56.2M). RIRFX pays higher dividends than APPLX: RIRFX (3.55) vs APPLX (1.87). APPLX was incepted earlier than RIRFX: APPLX (18 years) vs RIRFX (23 years). RIRFX is a more actively managed with annual turnover of: 106.00 vs. APPLX (63.00). RIRFX has a lower initial minimum investment than APPLX: RIRFX (250) vs APPLX (2500). RIRFX annual gain was more profitable for investors over the last year : 11.02 vs. APPLX (10.02). RIRFX return over 5 years is better than : 31.07 vs. APPLX (15.84).
| APPLX | RIRFX | APPLX / RIRFX | |
| 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 | 1.435 | 163% |
| 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 | 3.55 | 53% |
| Returns for 1 year | 10.02 | 11.02 | 91% |
| Returns for 3 years | -4.14 | 11.17 | -37% |
| Returns for 5 years | 15.84 | 31.07 | 51% |
| Returns for 10 years | 35.09 | 47.95 | 73% |
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