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RALIX vs RIRBX
RALIX vs RIRBX Comparison
Open Charts RALIX vs RIRBX
Lazard Real Assets Instl
Price$10.71
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets5.75M
American Funds Capital Income Bldr R2
Price$77.25
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets120.93B
RALIX vs RIRBX Comparison Chart in %
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RALIX vs. RIRBX commentary
Dec 26, 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 StrongBuy and RIRBX is a Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 121B vs. RALIX (5.76M). RALIX pays higher dividends than RIRBX: RALIX (5.01) vs RIRBX (2.15). RALIX was incepted earlier than RIRBX: RALIX (9 years) vs RIRBX (24 years). RALIX (2.13) is less costly to investors than RIRBX (1.36). RIRBX is a more actively managed with annual turnover of: 56.00 vs. RALIX (31.00). RIRBX has a lower initial minimum investment than RALIX: RIRBX (250) vs RALIX (10000). RIRBX (12.54) and RALIX (12.41) have marching annual gain over last year. RALIX return over 5 years is better than : 39.35 vs. RIRBX (36.25).
| RALIX | RIRBX | RALIX / RIRBX | |
| Total Expense Ratio | 0.84 | 1.36 | 62% |
| Annual Report Gross Expense Ratio | 2.13 | 1.36 | 157% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 12.638 | 13.325 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.76M | 121B | 0% |
| Annual Yield % from dividends | 5.01 | 2.15 | 233% |
| Returns for 1 year | 12.41 | 12.54 | 99% |
| Returns for 3 years | 24.06 | 30.49 | 79% |
| Returns for 5 years | 39.35 | 36.25 | 109% |
| Returns for 10 years | N/A | 54.57 | - |
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