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PDRDX vs RIRHX
PDRDX vs RIRHX Comparison
Open Charts PDRDX vs RIRHX
Principal Diversified Real Asset Instl
Price$11.42
Change+$0.09 (+0.79%)
VolumeN/A
Net Assets2.53B
American Funds Capital Income Bldr R5E
Price$70.96
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets107.94B
PDRDX vs RIRHX Comparison Chart
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PDRDX vs. RIRHX 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 RIRHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 108B vs. PDRDX (2.53B). RIRHX pays higher dividends than PDRDX: RIRHX (3.45) vs PDRDX (2.58). PDRDX was incepted earlier than RIRHX: PDRDX (15 years) vs RIRHX (9 years). RIRHX is a more actively managed with annual turnover of: 106.00 vs. PDRDX (72.40). 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 : 11.53 vs. PDRDX (7.37). RIRHX return over 5 years is better than : 28.22 vs. PDRDX (14.54).
| PDRDX | RIRHX | PDRDX / RIRHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 1.706 | 3.110 | 55% |
| 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 | 3.45 | 75% |
| Returns for 1 year | 7.37 | 11.53 | 64% |
| Returns for 3 years | -5.64 | 10.48 | -54% |
| Returns for 5 years | 14.54 | 28.22 | 52% |
| Returns for 10 years | 22.08 | N/A | - |
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