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APPLX vs RIRFX
APPLX vs RIRFX Comparison
Open Charts APPLX vs RIRFX
Appleseed Investor
Price$15.02
Change-$0.15 (-0.99%)
VolumeN/A
Net Assets57.37M
American Funds Capital Income Bldr R5
Price$72.51
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
APPLX vs RIRFX Comparison Chart
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APPLX vs. RIRFX 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 RIRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. APPLX (57.4M). 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). APPLX annual gain was more profitable for investors over the last year : 13.22 vs. RIRFX (12.45). RIRFX return over 5 years is better than : 36.57 vs. APPLX (25.05).
| 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 | 6.374 | 5.133 | 124% |
| 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 | 3.55 | 53% |
| Returns for 1 year | 13.22 | 12.45 | 106% |
| Returns for 3 years | 4.89 | 17.77 | 28% |
| Returns for 5 years | 25.05 | 36.57 | 68% |
| Returns for 10 years | 36.55 | 49.63 | 74% |