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PDRDX vs RCEEX
PDRDX vs RCEEX Comparison
Open Charts PDRDX vs RCEEX
Principal Diversified Real Asset Instl
Price$10.48
Change-$0.11 (-1.04%)
VolumeN/A
Net Assets2.27B
American Funds Capital Income Bldr R2E
Price$65.91
Change-$0.51 (-0.77%)
VolumeN/A
Net Assets101.32B
PDRDX vs RCEEX Comparison Chart
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PDRDX vs. RCEEX commentary
Apr 10, 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 PDRDX is a Hold and RCEEX is a Hold.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 101B vs. PDRDX (2.27B). RCEEX pays higher dividends than PDRDX: RCEEX (2.71) vs PDRDX (2.15). PDRDX was incepted earlier than RCEEX: PDRDX (15 years) vs RCEEX (11 years). RCEEX (1.07) is less costly to investors than PDRDX (0.90). PDRDX has a lower initial minimum investment than RCEEX: PDRDX (0) vs RCEEX (250). RCEEX annual gain was more profitable for investors over the last year : 0.81 vs. PDRDX (-3.45). RCEEX return over 5 years is better than : 33.14 vs. PDRDX (25.42).
| PDRDX | RCEEX | PDRDX / RCEEX | |
| Total Expense Ratio | 0.85 | 1.07 | 79% |
| Annual Report Gross Expense Ratio | 0.90 | 1.07 | 84% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | -4.605 | -3.472 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.27B | 101B | 2% |
| Annual Yield % from dividends | 2.15 | 2.71 | 79% |
| Returns for 1 year | -3.45 | 0.81 | -429% |
| Returns for 3 years | -16.86 | 3.17 | -532% |
| Returns for 5 years | 25.42 | 33.14 | 77% |
| Returns for 10 years | 13.85 | 23.26 | 60% |
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