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APPIX vs RIRHX
APPIX vs RIRHX Comparison
Open Charts APPIX vs RIRHX
Appleseed Institutional
Price$16.19
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets52.94M
American Funds Capital Income Bldr R5E
Price$77.54
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
APPIX vs RIRHX Comparison Chart in %
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APPIX vs. RIRHX commentary
Jul 27, 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 RIRHX is a Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 117B vs. APPIX (52.9M). APPIX pays higher dividends than RIRHX: APPIX (5.01) vs RIRHX (3.16). APPIX was incepted earlier than RIRHX: APPIX (14 years) vs RIRHX (10 years). APPIX (1.44) is less costly to investors than RIRHX (0.42). APPIX is a more actively managed with annual turnover of: 60.00 vs. RIRHX (56.00). RIRHX has a lower initial minimum investment than APPIX: RIRHX (250) vs APPIX (100000). RIRHX (15.15) and APPIX (14.77) have marching annual gain over last year. APPIX return over 5 years is better than : 58.88 vs. RIRHX (51.12).
| APPIX | RIRHX | APPIX / RIRHX | |
| Total Expense Ratio | 1.02 | 0.42 | 243% |
| Annual Report Gross Expense Ratio | 1.44 | 0.42 | 343% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 13.934 | 14.193 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.9M | 117B | 0% |
| Annual Yield % from dividends | 5.01 | 3.16 | 158% |
| Returns for 1 year | 14.77 | 15.15 | 97% |
| Returns for 3 years | 33.02 | 34.81 | 95% |
| Returns for 5 years | 58.88 | 51.12 | 115% |
| Returns for 10 years | 59.20 | N/A | - |
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