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CETAX vs RIRFX
CETAX vs RIRFX Comparison
Open Charts CETAX vs RIRFX
Centerstone Investors A
Price$13.92
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets72.09M
American Funds Capital Income Bldr R5
Price$78.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
CETAX vs RIRFX Comparison Chart in %
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CETAX vs. RIRFX commentary
Aug 17, 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 (72.1M). RIRFX pays higher dividends than CETAX: RIRFX (3.25) vs CETAX (1.82). CETAX was incepted earlier than RIRFX: CETAX (9 years) vs RIRFX (23 years). CETAX (1.42) 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 : 15.27 vs. RIRFX (12.86). RIRFX return over 5 years is better than : 56.38 vs. CETAX (37.25).
| CETAX | RIRFX | CETAX / RIRFX | |
| Total Expense Ratio | 1.41 | 0.31 | 455% |
| Annual Report Gross Expense Ratio | 1.42 | 0.31 | 458% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 17.866 | 14.749 | 121% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.1M | 118B | 0% |
| Annual Yield % from dividends | 1.82 | 3.25 | 56% |
| Returns for 1 year | 15.27 | 12.86 | 119% |
| Returns for 3 years | 19.20 | 32.90 | 58% |
| Returns for 5 years | 37.25 | 56.38 | 66% |
| Returns for 10 years | N/A | 69.70 | - |
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