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RIREX vs RIRFX
RIREX vs RIRFX Comparison
Open Charts RIREX vs RIRFX
American Funds Capital Income Bldr R4
Price$77.30
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets116.29B
American Funds Capital Income Bldr R5
Price$77.35
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets116.29B
RIREX vs RIRFX Comparison Chart in %
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RIREX vs. RIRFX commentary
Aug 08, 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 RIREX is a Buy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX (116B) and RIRFX (116B) have equal amount of cash in the bank . RIRFX pays higher dividends than RIREX: RIRFX (3.25) vs RIREX (2.97). RIREX was incepted earlier than RIRFX: RIREX (23 years) vs RIRFX (23 years). RIREX (0.62) is less costly to investors than RIRFX (0.31). RIREX (56.00) and RIRFX (56.00) have comparable annual turnover. RIREX (250) and RIRFX (250) have matching initial minimum investment requirements. RIRFX (16.03) and RIREX (15.67) have marching annual gain over last year. RIRFX return over 5 years is better than : 55.89 vs. RIREX (47.72).
| RIREX | RIRFX | RIREX / RIRFX | |
| Total Expense Ratio | 0.62 | 0.31 | 200% |
| Annual Report Gross Expense Ratio | 0.62 | 0.31 | 200% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 13.527 | 13.719 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 116B | 100% |
| Annual Yield % from dividends | 2.97 | 3.25 | 91% |
| Returns for 1 year | 15.67 | 16.03 | 98% |
| Returns for 3 years | 31.23 | 34.52 | 90% |
| Returns for 5 years | 47.72 | 55.89 | 85% |
| Returns for 10 years | 51.07 | 66.94 | 76% |