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PDRDX vs RCEEX
PDRDX vs RCEEX Comparison
Open Charts PDRDX vs RCEEX
Principal Diversified Real Asset Instl
Price$11.42
Change+$0.09 (+0.79%)
VolumeN/A
Net Assets2.53B
American Funds Capital Income Bldr R2E
Price$70.73
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets107.94B
PDRDX vs RCEEX Comparison Chart
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PDRDX vs. RCEEX commentary
Jan 31, 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 StrongBuy and RCEEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 108B vs. PDRDX (2.53B). RCEEX pays higher dividends than PDRDX: RCEEX (2.85) vs PDRDX (2.58). PDRDX was incepted earlier than RCEEX: PDRDX (15 years) vs RCEEX (10 years). RCEEX is a more actively managed with annual turnover of: 106.00 vs. PDRDX (72.40). 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 : 10.81 vs. PDRDX (7.37). RCEEX return over 5 years is better than : 25.33 vs. PDRDX (14.54).
| PDRDX | RCEEX | PDRDX / RCEEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 1.706 | 3.045 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.53B | 108B | 2% |
| Annual Yield % from dividends | 2.58 | 2.85 | 90% |
| Returns for 1 year | 7.37 | 10.81 | 68% |
| Returns for 3 years | -5.64 | 8.87 | -64% |
| Returns for 5 years | 14.54 | 25.33 | 57% |
| Returns for 10 years | 22.08 | 32.96 | 67% |