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APPIX vs RIRCX
APPIX vs RIRCX Comparison
Open Charts APPIX vs RIRCX
Appleseed Institutional
Price$16.40
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets53.22M
American Funds Capital Income Bldr R3
Price$78.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
APPIX vs RIRCX Comparison Chart in %
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APPIX vs. RIRCX commentary
Aug 18, 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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 118B vs. APPIX (53.2M). APPIX pays higher dividends than RIRCX: APPIX (5.04) vs RIRCX (2.70). APPIX was incepted earlier than RIRCX: APPIX (15 years) vs RIRCX (23 years). APPIX (1.44) is less costly to investors than RIRCX (0.91). APPIX is a more actively managed with annual turnover of: 60.00 vs. RIRCX (56.00). RIRCX has a lower initial minimum investment than APPIX: RIRCX (250) vs APPIX (100000). APPIX annual gain was more profitable for investors over the last year : 16.73 vs. RIRCX (12.21). APPIX return over 5 years is better than : 52.71 vs. RIRCX (46.48).
| APPIX | RIRCX | APPIX / RIRCX | |
| Total Expense Ratio | 1.02 | 0.91 | 112% |
| Annual Report Gross Expense Ratio | 1.44 | 0.91 | 158% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 15.412 | 14.336 | 108% |
| 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 | 118B | 0% |
| Annual Yield % from dividends | 5.04 | 2.70 | 187% |
| Returns for 1 year | 16.73 | 12.21 | 137% |
| Returns for 3 years | 24.76 | 28.65 | 86% |
| Returns for 5 years | 52.71 | 46.48 | 113% |
| Returns for 10 years | 61.53 | 51.51 | 119% |
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