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CETAX vs RIRFX
CETAX vs RIRFX Comparison
Open Charts CETAX vs RIRFX
Centerstone Investors A
Price$13.11
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets73.41M
American Funds Capital Income Bldr R5
Price$72.65
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.75B
CETAX vs RIRFX Comparison Chart
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CETAX vs. RIRFX 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. CETAX (73.4M). RIRFX pays higher dividends than CETAX: RIRFX (3.41) vs CETAX (1.90). CETAX was incepted earlier than RIRFX: CETAX (9 years) vs RIRFX (23 years). CETAX (1.49) is less costly to investors than RIRFX (0.31). RIRFX is a more actively managed with annual turnover of: 56.00 vs. CETAX (49.72). RIRFX has a lower initial minimum investment than CETAX: RIRFX (250) vs CETAX (2500). RIRFX annual gain was more profitable for investors over the last year : 10.55 vs. CETAX (5.07). RIRFX return over 5 years is better than : 56.68 vs. CETAX (45.24).
| CETAX | RIRFX | CETAX / RIRFX | |
| Total Expense Ratio | 1.42 | 0.31 | 458% |
| Annual Report Gross Expense Ratio | 1.49 | 0.31 | 481% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 11.008 | 6.082 | 181% |
| 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 | 3.41 | 56% |
| Returns for 1 year | 5.07 | 10.55 | 48% |
| Returns for 3 years | 14.06 | 26.08 | 54% |
| Returns for 5 years | 45.24 | 56.68 | 80% |
| Returns for 10 years | N/A | 51.97 | - |
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