Interact to see
Advertisement
Advertisement
RALIX vs RIREX
RALIX vs RIREX Comparison
Open Charts RALIX vs RIREX
Lazard Real Assets Instl
Price$10.73
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets5.38M
American Funds Capital Income Bldr R4
Price$74.88
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets113.35B
RALIX vs RIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RALIX vs. RIREX commentary
Jun 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 Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 113B vs. RALIX (5.38M). RALIX pays higher dividends than RIREX: RALIX (3.23) vs RIREX (3.02). RALIX was incepted earlier than RIREX: RALIX (8 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). RALIX annual gain was more profitable for investors over the last year : 14.03 vs. RIREX (12.85). RIREX return over 5 years is better than : 46.94 vs. RALIX (43.86).
| RALIX | RIREX | RALIX / RIREX | |
| Total Expense Ratio | 0.84 | 0.62 | 135% |
| Annual Report Gross Expense Ratio | 2.13 | 0.62 | 344% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 9.153 | 9.972 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.38M | 113B | 0% |
| Annual Yield % from dividends | 3.23 | 3.02 | 107% |
| Returns for 1 year | 14.03 | 12.85 | 109% |
| Returns for 3 years | 13.07 | 33.34 | 39% |
| Returns for 5 years | 43.86 | 46.94 | 93% |
| Returns for 10 years | N/A | 45.38 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement