CBURX
Price
$12.74
Change
-$0.04 (-0.31%)
Updated
Jul 13 closing price
Net Assets
833.65M
RLIAX
Price
$11.55
Change
-$0.04 (-0.35%)
Updated
Jul 13 closing price
Net Assets
320.6M
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CBURX vs RLIAX

CBURX vs RLIAX Comparison Chart in %
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CBURX vs. RLIAX commentary
Jul 14, 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 Buy.

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FUNDAMENTALS
Fundamentals
CBURX has more cash in the bank: 834M vs. RLIAX (321M). RLIAX pays higher dividends than CBURX: RLIAX (3.86) vs CBURX (3.64). 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 : 10.78 vs. CBURX (10.00). RLIAX return over 5 years is better than : 17.45 vs. CBURX (12.95).
CBURXRLIAXCBURX / RLIAX
Total Expense Ratio1.211.07113%
Annual Report Gross Expense Ratio1.211.07113%
Fund Existence16 years21 years-
Gain YTD4.5884.86594%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets834M321M260%
Annual Yield % from dividends3.643.8694%
Returns for 1 year10.0010.7893%
Returns for 3 years27.4526.90102%
Returns for 5 years12.9517.4574%
Returns for 10 years49.9144.72112%
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