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RALIX vs RIRAX
RALIX vs RIRAX Comparison
Open Charts RALIX vs RIRAX
Lazard Real Assets Instl
Price$10.12
Change+$0.11 (+1.10%)
VolumeN/A
Net Assets4.83M
American Funds Capital Income Bldr R1
Price$69.95
Change+$0.73 (+1.05%)
VolumeN/A
Net Assets105.9B
RALIX vs RIRAX Comparison Chart
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RALIX vs. RIRAX commentary
Apr 16, 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: 106B vs. RALIX (4.83M). RALIX pays higher dividends than RIRAX: RALIX (3.23) vs RIRAX (2.40). RALIX was incepted earlier than RIRAX: RALIX (8 years) vs RIRAX (23 years). RALIX (1.36) and RIRAX (1.36) have similar cost to investors . 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 : 8.61 vs. RIRAX (8.17). RALIX (41.79) and RIRAX (40.27) have equivalent 5 years return.
| RALIX | RIRAX | RALIX / RIRAX | |
| Total Expense Ratio | 0.84 | 1.36 | 62% |
| Annual Report Gross Expense Ratio | 1.36 | 1.36 | 100% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 1.828 | 1.687 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.83M | 106B | 0% |
| Annual Yield % from dividends | 3.23 | 2.40 | 135% |
| Returns for 1 year | 8.61 | 8.17 | 105% |
| Returns for 3 years | -6.36 | 9.00 | -71% |
| Returns for 5 years | 41.79 | 40.27 | 104% |
| Returns for 10 years | N/A | 28.53 | - |