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APPLX vs RIREX
APPLX vs RIREX Comparison
Open Charts APPLX vs RIREX
Appleseed Investor
Price$15.51
Change-$0.08 (-0.51%)
VolumeN/A
Net Assets52.8M
American Funds Capital Income Bldr R4
Price$75.16
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
APPLX vs RIREX Comparison Chart
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APPLX vs. RIREX commentary
Jun 16, 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 APPLX is a Hold and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 114B vs. APPLX (52.8M). APPLX pays higher dividends than RIREX: APPLX (5.07) vs RIREX (3.02). APPLX was incepted earlier than RIREX: APPLX (19 years) vs RIREX (23 years). APPLX (1.69) is less costly to investors than RIREX (0.62). APPLX is a more actively managed with annual turnover of: 63.00 vs. RIREX (56.00). RIREX has a lower initial minimum investment than APPLX: RIREX (250) vs APPLX (2500). APPLX (14.37) and RIREX (13.89) have marching annual gain over last year. APPLX return over 5 years is better than : 53.91 vs. RIREX (48.32).
| APPLX | RIREX | APPLX / RIREX | |
| Total Expense Ratio | 1.21 | 0.62 | 195% |
| Annual Report Gross Expense Ratio | 1.69 | 0.62 | 273% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 9.844 | 10.384 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.8M | 114B | 0% |
| Annual Yield % from dividends | 5.07 | 3.02 | 168% |
| Returns for 1 year | 14.37 | 13.89 | 103% |
| Returns for 3 years | 25.16 | 32.31 | 78% |
| Returns for 5 years | 53.91 | 48.32 | 112% |
| Returns for 10 years | 41.01 | 45.96 | 89% |
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