Ad is loading...
APPLX vs RIRFX
APPLX vs RIRFX Comparison
Open Charts APPLX vs RIRFX
Appleseed Investor
Price$13.73
Change+$0.73 (+5.62%)
VolumeN/A
Net Assets47.31M
American Funds Capital Income Bldr R5
Price$68.79
Change+$2.55 (+3.85%)
VolumeN/A
Net Assets100.5B
APPLX vs RIRFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
APPLX vs. RIRFX 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 100B vs. APPLX (47.3M). APPLX pays higher dividends than RIRFX: APPLX (5.22) vs RIRFX (3.42). APPLX was incepted earlier than RIRFX: APPLX (18 years) vs RIRFX (23 years). APPLX (1.69) is less costly to investors than RIRFX (0.31). 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 : 1.27 vs. APPLX (-6.43). APPLX (44.20) and RIRFX (43.84) have equivalent 5 years return.
| APPLX | RIRFX | APPLX / RIRFX | |
| Total Expense Ratio | 1.21 | 0.31 | 390% |
| Annual Report Gross Expense Ratio | 1.69 | 0.31 | 545% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -7.932 | -3.278 | 242% |
| 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 | 3.42 | 152% |
| Returns for 1 year | -6.43 | 1.27 | -505% |
| Returns for 3 years | -7.59 | 7.47 | -102% |
| Returns for 5 years | 44.20 | 43.84 | 101% |
| Returns for 10 years | 15.82 | 39.25 | 40% |
View a ticker or compare two or three
VS
VS
Ad is loading...