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APPIX vs RIRBX
APPIX vs RIRBX Comparison
Open Charts APPIX vs RIRBX
Appleseed Institutional
Price$17.18
Change+$0.18 (+1.06%)
VolumeN/A
Net Assets53.16M
American Funds Capital Income Bldr R2
Price$79.75
Change+$0.42 (+0.53%)
VolumeN/A
Net Assets119.59B
APPIX vs RIRBX Comparison Chart in %
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APPIX vs. RIRBX commentary
Oct 21, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 120B vs. APPIX (53.2M). APPIX pays higher dividends than RIRBX: APPIX (4.67) vs RIRBX (2.20). APPIX was incepted earlier than RIRBX: APPIX (15 years) vs RIRBX (23 years). APPIX (1.44) is less costly to investors than RIRBX (1.36). APPIX is a more actively managed with annual turnover of: 60.00 vs. RIRBX (56.00). RIRBX has a lower initial minimum investment than APPIX: RIRBX (250) vs APPIX (100000). APPIX annual gain was more profitable for investors over the last year : 18.44 vs. RIRBX (9.93). APPIX return over 5 years is better than : 59.70 vs. RIRBX (47.88).
| 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 | 23 years | - |
| Gain YTD | 20.901 | 16.377 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.2M | 120B | 0% |
| Annual Yield % from dividends | 4.67 | 2.20 | 212% |
| Returns for 1 year | 18.44 | 9.93 | 186% |
| Returns for 3 years | 40.30 | 44.51 | 91% |
| Returns for 5 years | 59.70 | 47.88 | 125% |
| Returns for 10 years | 67.26 | 54.82 | 123% |
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