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RALIX vs RIRAX
RALIX vs RIRAX Comparison
Open Charts RALIX vs RIRAX
Lazard Real Assets Instl
Price$10.72
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets5.41M
American Funds Capital Income Bldr R1
Price$75.35
Change-$0.55 (-0.72%)
VolumeN/A
Net Assets114.69B
RALIX vs RIRAX Comparison Chart
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RALIX vs. RIRAX commentary
Jun 14, 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 RALIX is a Hold and RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 115B vs. RALIX (5.41M). RALIX pays higher dividends than RIRAX: RALIX (3.23) vs RIRAX (2.32). RALIX was incepted earlier than RIRAX: RALIX (8 years) vs RIRAX (23 years). RALIX (2.13) is less costly to investors than RIRAX (1.36). RIRAX is a more actively managed with annual turnover of: 56.00 vs. RALIX (31.00). RIRAX has a lower initial minimum investment than RALIX: RIRAX (250) vs RALIX (10000). RALIX annual gain was more profitable for investors over the last year : 13.93 vs. RIRAX (13.05). RALIX (45.07) and RIRAX (44.34) have equivalent 5 years return.
| RALIX | RIRAX | RALIX / RIRAX | |
| Total Expense Ratio | 0.84 | 1.36 | 62% |
| Annual Report Gross Expense Ratio | 2.13 | 1.36 | 157% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 9.051 | 10.010 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.41M | 115B | 0% |
| Annual Yield % from dividends | 3.23 | 2.32 | 139% |
| Returns for 1 year | 13.93 | 13.05 | 107% |
| Returns for 3 years | 11.64 | 29.77 | 39% |
| Returns for 5 years | 45.07 | 44.34 | 102% |
| Returns for 10 years | N/A | 41.42 | - |
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