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PDRDX vs RIRFX
PDRDX vs RIRFX Comparison
Open Charts PDRDX vs RIRFX
Principal Diversified Real Asset Instl
Price$11.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.43B
American Funds Capital Income Bldr R5
Price$77.02
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
PDRDX vs RIRFX Comparison Chart in %
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PDRDX vs. RIRFX commentary
Jul 07, 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 Buy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 116B vs. PDRDX (2.43B). RIRFX pays higher dividends than PDRDX: RIRFX (3.25) vs PDRDX (2.12). 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 : 16.08 vs. PDRDX (8.96). RIRFX return over 5 years is better than : 58.51 vs. PDRDX (33.41).
| 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 | 8.062 | 13.234 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 116B | 2% |
| Annual Yield % from dividends | 2.12 | 3.25 | 65% |
| Returns for 1 year | 8.96 | 16.08 | 56% |
| Returns for 3 years | 4.62 | 36.57 | 13% |
| Returns for 5 years | 33.41 | 58.51 | 57% |
| Returns for 10 years | 33.12 | 69.04 | 48% |
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