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PDRDX vs RIRHX
PDRDX vs RIRHX Comparison
Open Charts PDRDX vs RIRHX
Principal Diversified Real Asset Instl
Price$10.48
Change-$0.11 (-1.04%)
VolumeN/A
Net Assets2.27B
American Funds Capital Income Bldr R5E
Price$66.10
Change-$0.51 (-0.77%)
VolumeN/A
Net Assets101.32B
PDRDX vs RIRHX Comparison Chart
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PDRDX vs. RIRHX 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 RIRHX is a Hold.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 101B vs. PDRDX (2.27B). RIRHX pays higher dividends than PDRDX: RIRHX (3.33) vs PDRDX (2.15). PDRDX was incepted earlier than RIRHX: PDRDX (15 years) vs RIRHX (9 years). PDRDX (0.90) is less costly to investors than RIRHX (0.42). PDRDX has a lower initial minimum investment than RIRHX: PDRDX (0) vs RIRHX (250). RIRHX annual gain was more profitable for investors over the last year : 1.47 vs. PDRDX (-3.45). RIRHX return over 5 years is better than : 36.42 vs. PDRDX (25.42).
| PDRDX | RIRHX | PDRDX / RIRHX | |
| Total Expense Ratio | 0.85 | 0.42 | 202% |
| Annual Report Gross Expense Ratio | 0.90 | 0.42 | 214% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | -4.605 | -3.297 | 140% |
| 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 | 3.33 | 65% |
| Returns for 1 year | -3.45 | 1.47 | -235% |
| Returns for 3 years | -16.86 | 4.81 | -350% |
| Returns for 5 years | 25.42 | 36.42 | 70% |
| Returns for 10 years | 13.85 | N/A | - |
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