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APPLX vs RIRHX
APPLX vs RIRHX Comparison
Open Charts APPLX vs RIRHX
Appleseed Investor
Price$16.07
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
APPLX vs RIRHX Comparison Chart in %
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APPLX 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 APPLX is a Hold and RIRHX is a Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 117B vs. APPLX (52.9M). APPLX pays higher dividends than RIRHX: APPLX (4.85) vs RIRHX (3.16). APPLX was incepted earlier than RIRHX: APPLX (19 years) vs RIRHX (10 years). APPLX (1.69) is less costly to investors than RIRHX (0.42). APPLX is a more actively managed with annual turnover of: 60.00 vs. RIRHX (56.00). RIRHX has a lower initial minimum investment than APPLX: RIRHX (250) vs APPLX (2500). RIRHX (15.15) and APPLX (14.57) have marching annual gain over last year. APPLX return over 5 years is better than : 57.34 vs. RIRHX (51.12).
| APPLX | RIRHX | APPLX / RIRHX | |
| Total Expense Ratio | 1.21 | 0.42 | 288% |
| Annual Report Gross Expense Ratio | 1.69 | 0.42 | 402% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 13.810 | 14.193 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.9M | 117B | 0% |
| Annual Yield % from dividends | 4.85 | 3.16 | 153% |
| Returns for 1 year | 14.57 | 15.15 | 96% |
| Returns for 3 years | 32.26 | 34.81 | 93% |
| Returns for 5 years | 57.34 | 51.12 | 112% |
| Returns for 10 years | 56.16 | N/A | - |
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