CBURX
Price
$12.79
Change
+$0.01 (+0.08%)
Updated
Aug 21 closing price
Net Assets
826.08M
RLIAX
Price
$11.60
Change
+$0.02 (+0.17%)
Updated
Aug 21 closing price
Net Assets
319.14M
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CBURX vs RLIAX

CBURX vs RLIAX Comparison Chart in %
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CBURX vs. RLIAX commentary
Aug 23, 2026

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 CBURX is a Hold and RLIAX is a Hold.

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FUNDAMENTALS
Fundamentals
CBURX has more cash in the bank: 826M vs. RLIAX (319M). RLIAX pays higher dividends than CBURX: RLIAX (3.89) vs CBURX (3.66). CBURX was incepted earlier than RLIAX: CBURX (16 years) vs RLIAX (21 years). CBURX (1.21) is less costly to investors than RLIAX (1.07). CBURX is a more actively managed with annual turnover of: 12.00 vs. RLIAX (5.00). CBURX has a lower initial minimum investment than RLIAX: CBURX (0) vs RLIAX (1000). RLIAX annual gain was more profitable for investors over the last year : 10.39 vs. CBURX (9.24). RLIAX return over 5 years is better than : 17.83 vs. CBURX (13.43).
CBURXRLIAXCBURX / RLIAX
Total Expense Ratio1.211.07113%
Annual Report Gross Expense Ratio1.211.07113%
Fund Existence16 years21 years-
Gain YTD4.9865.63089%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets826M319M259%
Annual Yield % from dividends3.663.8994%
Returns for 1 year9.2410.3989%
Returns for 3 years31.1631.3899%
Returns for 5 years13.4317.8375%
Returns for 10 years48.7844.30110%
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