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CETAX vs RIRCX
CETAX vs RIRCX Comparison
Open Charts CETAX vs RIRCX
Centerstone Investors A
Price$13.11
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets73.41M
American Funds Capital Income Bldr R3
Price$72.63
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets109.75B
CETAX vs RIRCX Comparison Chart
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CETAX vs. RIRCX commentary
May 11, 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 Hold and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 110B vs. CETAX (73.4M). RIRCX pays higher dividends than CETAX: RIRCX (2.83) vs CETAX (1.90). CETAX was incepted earlier than RIRCX: CETAX (9 years) vs RIRCX (23 years). CETAX (1.49) is less costly to investors than RIRCX (0.91). RIRCX is a more actively managed with annual turnover of: 56.00 vs. CETAX (49.72). RIRCX has a lower initial minimum investment than CETAX: RIRCX (250) vs CETAX (2500). RIRCX annual gain was more profitable for investors over the last year : 9.89 vs. CETAX (5.07). RIRCX (45.88) and CETAX (45.24) have equivalent 5 years return.
| CETAX | RIRCX | CETAX / RIRCX | |
| Total Expense Ratio | 1.42 | 0.91 | 156% |
| Annual Report Gross Expense Ratio | 1.49 | 0.91 | 164% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 11.008 | 5.851 | 188% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.4M | 110B | 0% |
| Annual Yield % from dividends | 1.90 | 2.83 | 67% |
| Returns for 1 year | 5.07 | 9.89 | 51% |
| Returns for 3 years | 14.06 | 21.51 | 65% |
| Returns for 5 years | 45.24 | 45.88 | 99% |
| Returns for 10 years | N/A | 35.86 | - |