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CIREX vs RALIX
CIREX vs RALIX Comparison
Open Charts CIREX vs RALIX
American Funds Capital Income Bldr 529E
Price$75.21
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
Lazard Real Assets Instl
Price$10.72
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets5.38M
CIREX vs RALIX Comparison Chart
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CIREX vs. RALIX 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 CIREX is a Buy and RALIX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 114B vs. RALIX (5.38M). RALIX pays higher dividends than CIREX: RALIX (3.23) vs CIREX (2.80). CIREX was incepted earlier than RALIX: CIREX (23 years) vs RALIX (8 years). RALIX (2.13) is less costly to investors than CIREX (0.85). CIREX is a more actively managed with annual turnover of: 56.00 vs. RALIX (31.00). CIREX has a lower initial minimum investment than RALIX: CIREX (250) vs RALIX (10000). RALIX (13.93) and CIREX (13.62) have marching annual gain over last year. CIREX return over 5 years is better than : 53.37 vs. RALIX (45.07).
| CIREX | RALIX | CIREX / RALIX | |
| Total Expense Ratio | 0.85 | 0.84 | 101% |
| Annual Report Gross Expense Ratio | 0.85 | 2.13 | 40% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 10.260 | 9.051 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 5.38M | 2,120,141% |
| Annual Yield % from dividends | 2.80 | 3.23 | 87% |
| Returns for 1 year | 13.62 | 13.93 | 98% |
| Returns for 3 years | 33.44 | 11.64 | 287% |
| Returns for 5 years | 53.37 | 45.07 | 118% |
| Returns for 10 years | 72.79 | N/A | - |
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