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CETAX vs RIRBX
CETAX vs RIRBX Comparison
Open Charts CETAX vs RIRBX
Centerstone Investors A
Price$13.31
Change-$0.06 (-0.45%)
VolumeN/A
Net Assets74.4M
American Funds Capital Income Bldr R2
Price$73.84
Change-$0.62 (-0.83%)
VolumeN/A
Net Assets112.41B
CETAX vs RIRBX Comparison Chart
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CETAX vs. RIRBX commentary
May 22, 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 CETAX is a Buy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 112B vs. CETAX (74.4M). RIRBX pays higher dividends than CETAX: RIRBX (2.40) vs CETAX (1.90). CETAX was incepted earlier than RIRBX: CETAX (9 years) vs RIRBX (23 years). CETAX (1.49) is less costly to investors than RIRBX (1.36). RIRBX is a more actively managed with annual turnover of: 56.00 vs. CETAX (49.72). RIRBX has a lower initial minimum investment than CETAX: RIRBX (250) vs CETAX (2500). RIRBX annual gain was more profitable for investors over the last year : 9.61 vs. CETAX (5.82). CETAX (48.12) and RIRBX (46.34) have equivalent 5 years return.
| CETAX | RIRBX | CETAX / RIRBX | |
| Total Expense Ratio | 1.42 | 1.36 | 104% |
| Annual Report Gross Expense Ratio | 1.49 | 1.36 | 110% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 13.209 | 7.433 | 178% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.4M | 112B | 0% |
| Annual Yield % from dividends | 1.90 | 2.40 | 79% |
| Returns for 1 year | 5.82 | 9.61 | 61% |
| Returns for 3 years | 14.88 | 20.81 | 71% |
| Returns for 5 years | 48.12 | 46.34 | 104% |
| Returns for 10 years | N/A | 34.51 | - |
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