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RIREX vs RIRHX
RIREX vs RIRHX Comparison
Open Charts RIREX vs RIRHX
American Funds Capital Income Bldr R4
Price$68.76
Change+$2.55 (+3.85%)
VolumeN/A
Net Assets100.5B
American Funds Capital Income Bldr R5E
Price$68.64
Change+$2.54 (+3.84%)
VolumeN/A
Net Assets100.5B
RIREX vs RIRHX Comparison Chart
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RIREX vs. RIRHX commentary
Apr 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 RIREX is a Buy and RIRHX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX (100B) and RIRHX (100B) have equal amount of cash in the bank . RIRHX pays higher dividends than RIREX: RIRHX (3.33) vs RIREX (3.13). RIREX was incepted earlier than RIRHX: RIREX (23 years) vs RIRHX (9 years). RIREX (0.62) is less costly to investors than RIRHX (0.42). RIREX (250) and RIRHX (250) have matching initial minimum investment requirements. RIRHX annual gain was more profitable for investors over the last year : 1.17 vs. RIREX (0.96). RIRHX (36.42) and RIREX (35.42) have equivalent 5 years return.
| RIREX | RIRHX | RIREX / RIRHX | |
| Total Expense Ratio | 0.62 | 0.42 | 148% |
| Annual Report Gross Expense Ratio | 0.62 | 0.42 | 148% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -3.353 | -3.297 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100B | 100B | 100% |
| Annual Yield % from dividends | 3.13 | 3.33 | 94% |
| Returns for 1 year | 0.96 | 1.17 | 82% |
| Returns for 3 years | 4.33 | 4.81 | 90% |
| Returns for 5 years | 35.42 | 36.42 | 97% |
| Returns for 10 years | 26.09 | N/A | - |
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