CBURX
Price
$12.68
Change
-$0.02 (-0.16%)
Updated
Jul 31 closing price
Net Assets
820.63M
RLIAX
Price
$11.49
Change
-$0.02 (-0.17%)
Updated
Jul 31 closing price
Net Assets
317.46M
Interact to see
Advertisement

CBURX vs RLIAX

CBURX vs RLIAX Comparison Chart in %
View a ticker or compare two or three
VS
CBURX vs. RLIAX commentary
Aug 03, 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 StrongBuy and RLIAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CBURX has more cash in the bank: 821M vs. RLIAX (317M). 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 (9.89) and CBURX (9.56) have marching annual gain over last year. RLIAX return over 5 years is better than : 16.53 vs. CBURX (12.20).
CBURXRLIAXCBURX / RLIAX
Total Expense Ratio1.211.07113%
Annual Report Gross Expense Ratio1.211.07113%
Fund Existence16 years21 years-
Gain YTD4.0834.29595%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets821M317M259%
Annual Yield % from dividends3.663.8994%
Returns for 1 year9.569.8997%
Returns for 3 years26.5526.50100%
Returns for 5 years12.2016.5374%
Returns for 10 years49.5644.15112%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RWICX80.160.72
+0.91%
American Funds Cptl Wld Gr&Inc R-3
MUSEX43.880.24
+0.55%
MFS Blended Research Core Equity I
JDVAX15.780.05
+0.32%
JPMorgan Diversified A
JWWFX134.99N/A
N/A
Janus Henderson Global Research I
PFSZX26.31-0.01
-0.04%
PGIM Jennison Financial Services Z