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RALIX vs RIRAX
RALIX vs RIRAX Comparison
Open Charts RALIX vs RIRAX
Lazard Real Assets Instl
Price$10.72
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets5.41M
American Funds Capital Income Bldr R1
Price$78.73
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets118.23B
RALIX vs RIRAX Comparison Chart in %
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RALIX vs. RIRAX commentary
Sep 09, 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 Hold and RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 118B vs. RALIX (5.41M). RALIX pays higher dividends than RIRAX: RALIX (3.71) vs RIRAX (2.22). 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 annual gain was more profitable for investors over the last year : 12.35 vs. RALIX (10.55). RIRAX (45.36) and RALIX (43.42) 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 | 12.813 | 14.945 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.41M | 118B | 0% |
| Annual Yield % from dividends | 3.71 | 2.22 | 167% |
| Returns for 1 year | 10.55 | 12.35 | 85% |
| Returns for 3 years | 16.93 | 32.74 | 52% |
| Returns for 5 years | 43.42 | 45.36 | 96% |
| Returns for 10 years | N/A | 57.59 | - |
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