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RIRFX vs TRXIX
RIRFX vs TRXIX Comparison
Open Charts RIRFX vs TRXIX
American Funds Capital Income Bldr R5
Price$72.53
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.94B
Catalyst/MAP Global Balanced I
Price$11.84
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets14.4M
RIRFX vs TRXIX Comparison Chart
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RIRFX vs. TRXIX commentary
May 09, 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 RIRFX is a Buy and TRXIX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. TRXIX (14.4M). TRXIX pays higher dividends than RIRFX: TRXIX (4.65) vs RIRFX (3.41). RIRFX was incepted earlier than TRXIX: RIRFX (23 years) vs TRXIX (11 years). TRXIX (2.12) is less costly to investors than RIRFX (0.31). RIRFX is a more actively managed with annual turnover of: 56.00 vs. TRXIX (30.00). RIRFX has a lower initial minimum investment than TRXIX: RIRFX (250) vs TRXIX (2500). RIRFX annual gain was more profitable for investors over the last year : 11.37 vs. TRXIX (8.97). RIRFX return over 5 years is better than : 56.89 vs. TRXIX (28.12).
| RIRFX | TRXIX | RIRFX / TRXIX | |
| Total Expense Ratio | 0.31 | 0.97 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 2.12 | 15% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 6.228 | 5.934 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 14.4M | 763,889% |
| Annual Yield % from dividends | 3.41 | 4.65 | 73% |
| Returns for 1 year | 11.37 | 8.97 | 127% |
| Returns for 3 years | 23.89 | 8.41 | 284% |
| Returns for 5 years | 56.89 | 28.12 | 202% |
| Returns for 10 years | 51.04 | 26.80 | 190% |
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