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CETAX vs RIRFX
CETAX vs RIRFX Comparison
Open Charts CETAX vs RIRFX
Centerstone Investors A
Price$13.98
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets71.56M
American Funds Capital Income Bldr R5
Price$78.61
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets118.23B
CETAX vs RIRFX Comparison Chart in %
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CETAX vs. RIRFX commentary
Sep 08, 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 118B vs. CETAX (71.6M). RIRFX pays higher dividends than CETAX: RIRFX (3.17) vs CETAX (1.76). CETAX was incepted earlier than RIRFX: CETAX (9 years) vs RIRFX (23 years). CETAX (1.56) is less costly to investors than RIRFX (0.31). RIRFX is a more actively managed with annual turnover of: 56.00 vs. CETAX (49.72). RIRFX has a lower initial minimum investment than CETAX: RIRFX (250) vs CETAX (2500). CETAX annual gain was more profitable for investors over the last year : 14.74 vs. RIRFX (12.22). RIRFX return over 5 years is better than : 57.77 vs. CETAX (38.89).
| CETAX | RIRFX | CETAX / RIRFX | |
| Total Expense Ratio | 1.40 | 0.31 | 452% |
| Annual Report Gross Expense Ratio | 1.56 | 0.31 | 503% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 18.374 | 15.572 | 118% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.6M | 118B | 0% |
| Annual Yield % from dividends | 1.76 | 3.17 | 56% |
| Returns for 1 year | 14.74 | 12.22 | 121% |
| Returns for 3 years | 29.13 | 41.75 | 70% |
| Returns for 5 years | 38.89 | 57.77 | 67% |
| Returns for 10 years | N/A | 79.00 | - |
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