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RALIX vs RIREX
RALIX vs RIREX Comparison
Open Charts RALIX vs RIREX
Lazard Real Assets Instl
Price$10.82
Change-$0.07 (-0.64%)
VolumeN/A
Net Assets5.68M
American Funds Capital Income Bldr R4
Price$78.98
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
RALIX vs RIREX Comparison Chart in %
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RALIX vs. RIREX commentary
Nov 20, 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 RIREX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 119B vs. RALIX (5.68M). RALIX pays higher dividends than RIREX: RALIX (5.20) vs RIREX (2.89). RALIX was incepted earlier than RIREX: RALIX (9 years) vs RIREX (24 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 : 13.02 vs. RALIX (9.80). RIREX return over 5 years is better than : 46.33 vs. RALIX (38.42).
| 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 | 24 years | - |
| Gain YTD | 13.795 | 16.665 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.68M | 119B | 0% |
| Annual Yield % from dividends | 5.20 | 2.89 | 180% |
| Returns for 1 year | 9.80 | 13.02 | 75% |
| Returns for 3 years | 23.65 | 36.76 | 64% |
| Returns for 5 years | 38.42 | 46.33 | 83% |
| Returns for 10 years | N/A | 61.04 | - |
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