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PDRDX vs RIRFX
PDRDX vs RIRFX Comparison
Open Charts PDRDX vs RIRFX
Principal Diversified Real Asset Instl
Price$11.95
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets2.45B
American Funds Capital Income Bldr R5
Price$77.72
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets117.32B
PDRDX vs RIRFX Comparison Chart in %
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PDRDX vs. RIRFX commentary
Jul 28, 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: 117B vs. PDRDX (2.45B). 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 : 15.30 vs. PDRDX (9.13). RIRFX return over 5 years is better than : 58.32 vs. PDRDX (30.37).
| 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 | 8.516 | 14.263 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.45B | 117B | 2% |
| Annual Yield % from dividends | 2.12 | 3.25 | 65% |
| Returns for 1 year | 9.13 | 15.30 | 60% |
| Returns for 3 years | 4.56 | 37.50 | 12% |
| Returns for 5 years | 30.37 | 58.32 | 52% |
| Returns for 10 years | 35.86 | 69.22 | 52% |
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