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RALIX vs RIRAX
RALIX vs RIRAX Comparison
Open Charts RALIX vs RIRAX
Lazard Real Assets Instl
Price$10.74
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets5.3M
American Funds Capital Income Bldr R1
Price$77.80
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
RALIX vs RIRAX Comparison Chart in %
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RALIX vs. RIRAX 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 RALIX is a Buy and RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 117B vs. RALIX (5.3M). RALIX pays higher dividends than RIRAX: RALIX (3.79) vs RIRAX (2.27). RALIX was incepted earlier than RIRAX: RALIX (9 years) vs RIRAX (23 years). RALIX (2.13) is less costly to investors than RIRAX (1.36). RIRAX is a more actively managed with annual turnover of: 56.00 vs. RALIX (31.00). RIRAX has a lower initial minimum investment than RALIX: RIRAX (250) vs RALIX (10000). RIRAX (14.10) and RALIX (14.01) have marching annual gain over last year. RIRAX (45.77) and RALIX (44.01) have equivalent 5 years return.
| RALIX | RIRAX | RALIX / RIRAX | |
| Total Expense Ratio | 0.84 | 1.36 | 62% |
| Annual Report Gross Expense Ratio | 2.13 | 1.36 | 157% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 10.695 | 13.587 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.3M | 117B | 0% |
| Annual Yield % from dividends | 3.79 | 2.27 | 167% |
| Returns for 1 year | 14.01 | 14.10 | 99% |
| Returns for 3 years | 13.38 | 31.57 | 42% |
| Returns for 5 years | 44.01 | 45.77 | 96% |
| Returns for 10 years | N/A | 48.08 | - |