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APPIX vs RIRBX
APPIX vs RIRBX Comparison
Open Charts APPIX vs RIRBX
Appleseed Institutional
Price$14.76
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets47.63M
American Funds Capital Income Bldr R2
Price$78.49
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
APPIX vs RIRBX Comparison Chart in %
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APPIX vs. RIRBX commentary
Jan 15, 2026
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 APPIX is a Hold and RIRBX is a Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 121B vs. APPIX (47.6M). APPIX pays higher dividends than RIRBX: APPIX (5.33) vs RIRBX (2.15). APPIX was incepted earlier than RIRBX: APPIX (15 years) vs RIRBX (24 years). APPIX (1.44) is less costly to investors than RIRBX (1.36). APPIX is a more actively managed with annual turnover of: 67.00 vs. RIRBX (56.00). RIRBX has a lower initial minimum investment than APPIX: RIRBX (250) vs APPIX (100000). RIRBX annual gain was more profitable for investors over the last year : 17.02 vs. APPIX (7.96). RIRBX return over 5 years is better than : 36.07 vs. APPIX (13.61).
| APPIX | RIRBX | APPIX / RIRBX | |
| Total Expense Ratio | 1.02 | 1.36 | 75% |
| Annual Report Gross Expense Ratio | 1.44 | 1.36 | 106% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 1.304 | 1.935 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.6M | 121B | 0% |
| Annual Yield % from dividends | 5.33 | 2.15 | 248% |
| Returns for 1 year | 7.96 | 17.02 | 47% |
| Returns for 3 years | 20.74 | 29.90 | 69% |
| Returns for 5 years | 13.61 | 36.07 | 38% |
| Returns for 10 years | 75.83 | 68.65 | 110% |
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