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RALIX vs RIRAX
RALIX vs RIRAX Comparison
Open Charts RALIX vs RIRAX
Lazard Real Assets Instl
Price$10.84
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets5.75M
American Funds Capital Income Bldr R1
Price$79.40
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
RALIX vs RIRAX Comparison Chart in %
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RALIX vs. RIRAX commentary
Oct 19, 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: 120B vs. RALIX (5.75M). RALIX pays higher dividends than RIRAX: RALIX (5.17) vs RIRAX (2.20). RALIX was incepted earlier than RIRAX: RALIX (9 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). RIRAX annual gain was more profitable for investors over the last year : 9.94 vs. RALIX (8.44). RIRAX return over 5 years is better than : 47.93 vs. RALIX (44.29).
| RALIX | RIRAX | RALIX / RIRAX | |
| Total Expense Ratio | 0.84 | 1.36 | 62% |
| Annual Report Gross Expense Ratio | 2.13 | 1.36 | 157% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 14.005 | 16.377 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.75M | 120B | 0% |
| Annual Yield % from dividends | 5.17 | 2.20 | 235% |
| Returns for 1 year | 8.44 | 9.94 | 85% |
| Returns for 3 years | 29.29 | 44.51 | 66% |
| Returns for 5 years | 44.29 | 47.93 | 92% |
| Returns for 10 years | N/A | 54.90 | - |
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