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RIRAX vs RIREX
RIRAX vs RIREX Comparison
Open Charts RIRAX vs RIREX
American Funds Capital Income Bldr R1
Price$72.70
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets109.75B
American Funds Capital Income Bldr R4
Price$72.60
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.75B
RIRAX vs RIREX Comparison Chart
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RIRAX vs. RIREX commentary
May 11, 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 RIRAX is a Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX (110B) and RIREX (110B) have equal amount of cash in the bank . RIREX pays higher dividends than RIRAX: RIREX (3.12) vs RIRAX (2.39). RIRAX was incepted earlier than RIREX: RIRAX (23 years) vs RIREX (23 years). RIRAX (1.36) is less costly to investors than RIREX (0.62). RIRAX (56.00) and RIREX (56.00) have comparable annual turnover. RIRAX (250) and RIREX (250) have matching initial minimum investment requirements. RIREX annual gain was more profitable for investors over the last year : 10.22 vs. RIRAX (9.40). RIREX return over 5 years is better than : 47.50 vs. RIRAX (43.53).
| RIRAX | RIREX | RIRAX / RIREX | |
| Total Expense Ratio | 1.36 | 0.62 | 219% |
| Annual Report Gross Expense Ratio | 1.36 | 0.62 | 219% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 5.685 | 5.975 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 110B | 100% |
| Annual Yield % from dividends | 2.39 | 3.12 | 77% |
| Returns for 1 year | 9.40 | 10.22 | 92% |
| Returns for 3 years | 20.22 | 22.39 | 90% |
| Returns for 5 years | 43.53 | 47.50 | 92% |
| Returns for 10 years | 33.32 | 37.61 | 89% |
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