Interact to see
Advertisement
Advertisement
CETAX vs RIRCX
CETAX vs RIRCX Comparison
Open Charts CETAX vs RIRCX
Centerstone Investors A
Price$14.01
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets76.78M
American Funds Capital Income Bldr R3
Price$77.72
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
CETAX vs RIRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CETAX vs. RIRCX commentary
Jul 28, 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 CETAX is a Buy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 117B vs. CETAX (76.8M). RIRCX pays higher dividends than CETAX: RIRCX (2.69) vs CETAX (1.80). CETAX was incepted earlier than RIRCX: CETAX (9 years) vs RIRCX (23 years). CETAX (1.42) is less costly to investors than RIRCX (0.91). RIRCX is a more actively managed with annual turnover of: 56.00 vs. CETAX (49.72). RIRCX has a lower initial minimum investment than CETAX: RIRCX (250) vs CETAX (2500). CETAX annual gain was more profitable for investors over the last year : 16.58 vs. RIRCX (14.62). RIRCX return over 5 years is better than : 48.29 vs. CETAX (42.56).
| CETAX | RIRCX | CETAX / RIRCX | |
| Total Expense Ratio | 1.41 | 0.91 | 155% |
| Annual Report Gross Expense Ratio | 1.42 | 0.91 | 156% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 18.628 | 13.882 | 134% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.8M | 117B | 0% |
| Annual Yield % from dividends | 1.80 | 2.69 | 67% |
| Returns for 1 year | 16.58 | 14.62 | 113% |
| Returns for 3 years | 24.84 | 33.10 | 75% |
| Returns for 5 years | 42.56 | 48.29 | 88% |
| Returns for 10 years | N/A | 51.06 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement