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RALIX vs RIREX
RALIX vs RIREX Comparison
Open Charts RALIX vs RIREX
Lazard Real Assets Instl
Price$10.61
Change+$0.06 (+0.57%)
VolumeN/A
Net Assets5.25M
American Funds Capital Income Bldr R4
Price$76.63
Change+$0.31 (+0.41%)
VolumeN/A
Net Assets115.4B
RALIX vs RIREX Comparison Chart in %
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RALIX vs. RIREX commentary
Jul 17, 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 Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 115B vs. RALIX (5.26M). RALIX pays higher dividends than RIREX: RALIX (3.79) vs RIREX (2.97). RALIX was incepted earlier than RIREX: RALIX (9 years) vs RIREX (23 years). RALIX (2.13) is less costly to investors than RIREX (0.62). RIREX is a more actively managed with annual turnover of: 56.00 vs. RALIX (31.00). RIREX has a lower initial minimum investment than RALIX: RIREX (250) vs RALIX (10000). RIREX annual gain was more profitable for investors over the last year : 12.31 vs. RALIX (9.97). RIREX return over 5 years is better than : 47.54 vs. RALIX (41.75).
| RALIX | RIREX | RALIX / RIREX | |
| Total Expense Ratio | 0.84 | 0.62 | 135% |
| Annual Report Gross Expense Ratio | 2.13 | 0.62 | 344% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 8.737 | 12.543 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.26M | 115B | 0% |
| Annual Yield % from dividends | 3.79 | 2.97 | 128% |
| Returns for 1 year | 9.97 | 12.31 | 81% |
| Returns for 3 years | 16.02 | 34.52 | 46% |
| Returns for 5 years | 41.75 | 47.54 | 88% |
| Returns for 10 years | N/A | 49.15 | - |