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PDRDX vs RIRFX
PDRDX vs RIRFX Comparison
Open Charts PDRDX vs RIRFX
Principal Diversified Real Asset Instl
Price$12.09
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets2.44B
American Funds Capital Income Bldr R5
Price$78.61
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets118.23B
PDRDX vs RIRFX Comparison Chart in %
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PDRDX 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 PDRDX is a StrongBuy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 118B vs. PDRDX (2.44B). RIRFX pays higher dividends than PDRDX: RIRFX (3.17) vs PDRDX (2.07). PDRDX was incepted earlier than RIRFX: PDRDX (15 years) vs RIRFX (23 years). PDRDX (0.90) is less costly to investors than RIRFX (0.31). PDRDX is a more actively managed with annual turnover of: 84.00 vs. RIRFX (56.00). PDRDX has a lower initial minimum investment than RIRFX: PDRDX (0) vs RIRFX (250). RIRFX annual gain was more profitable for investors over the last year : 12.22 vs. PDRDX (7.15). RIRFX return over 5 years is better than : 57.77 vs. PDRDX (28.33).
| PDRDX | RIRFX | PDRDX / RIRFX | |
| Total Expense Ratio | 0.85 | 0.31 | 274% |
| Annual Report Gross Expense Ratio | 0.90 | 0.31 | 290% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 9.787 | 15.572 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.44B | 118B | 2% |
| Annual Yield % from dividends | 2.07 | 3.17 | 65% |
| Returns for 1 year | 7.15 | 12.22 | 59% |
| Returns for 3 years | 6.63 | 41.75 | 16% |
| Returns for 5 years | 28.33 | 57.77 | 49% |
| Returns for 10 years | 43.63 | 79.00 | 55% |
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