Interact to see
Advertisement
Advertisement
RALIX vs RIRBX
RALIX vs RIRBX Comparison
Open Charts RALIX vs RIRBX
Lazard Real Assets Instl
Price$10.72
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets5.41M
American Funds Capital Income Bldr R2
Price$75.29
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets114.69B
RALIX vs RIRBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RALIX vs. RIRBX 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 RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 115B vs. RALIX (5.41M). RALIX pays higher dividends than RIRBX: RALIX (3.23) vs RIRBX (2.33). RALIX was incepted earlier than RIRBX: RALIX (8 years) vs RIRBX (23 years). RALIX (2.13) is less costly to investors than RIRBX (1.36). RIRBX is a more actively managed with annual turnover of: 56.00 vs. RALIX (31.00). RIRBX has a lower initial minimum investment than RALIX: RIRBX (250) vs RALIX (10000). RALIX annual gain was more profitable for investors over the last year : 13.93 vs. RIRBX (13.05). RALIX (45.07) and RIRBX (44.33) have equivalent 5 years return.
| RALIX | RIRBX | RALIX / RIRBX | |
| 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 | 10.019 | 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 | 2.33 | 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 | 44.33 | 102% |
| Returns for 10 years | N/A | 41.34 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers