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APPIX vs RIRBX
APPIX vs RIRBX Comparison
Open Charts APPIX vs RIRBX
Appleseed Institutional
Price$14.64
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets51.63M
American Funds Capital Income Bldr R2
Price$77.25
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets120.93B
APPIX vs RIRBX Comparison Chart in %
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APPIX vs. RIRBX commentary
Dec 26, 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 APPIX is a Hold and RIRBX is a Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 121B vs. APPIX (51.6M). APPIX pays higher dividends than RIRBX: APPIX (4.62) 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 : 12.54 vs. APPIX (3.24). RIRBX return over 5 years is better than : 36.25 vs. APPIX (11.39).
| 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 | 3.026 | 13.325 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.6M | 121B | 0% |
| Annual Yield % from dividends | 4.62 | 2.15 | 215% |
| Returns for 1 year | 3.24 | 12.54 | 26% |
| Returns for 3 years | 20.66 | 30.49 | 68% |
| Returns for 5 years | 11.39 | 36.25 | 31% |
| Returns for 10 years | 53.48 | 54.57 | 98% |
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