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RALIX vs RIREX
RALIX vs RIREX Comparison
Open Charts RALIX vs RIREX
Lazard Real Assets Instl
Price$11.26
Change+$0.57 (+5.33%)
VolumeN/A
Net Assets6.11M
American Funds Capital Income Bldr R4
Price$79.63
Change+$0.39 (+0.49%)
VolumeN/A
Net Assets120.79B
RALIX vs RIREX Comparison Chart in %
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RALIX vs. RIREX commentary
Feb 04, 2026
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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 121B vs. RALIX (6.11M). RALIX pays higher dividends than RIREX: RALIX (7.60) vs RIREX (2.77). RALIX was incepted earlier than RIREX: RALIX (9 years) vs RIREX (24 years). RALIX (2.13) is less costly to investors than RIREX (0.61). RIREX is a more actively managed with annual turnover of: 50.00 vs. RALIX (31.00). RIREX has a lower initial minimum investment than RALIX: RIREX (250) vs RALIX (10000). RALIX annual gain was more profitable for investors over the last year : 19.63 vs. RIREX (16.14). RALIX return over 5 years is better than : 48.54 vs. RIREX (42.86).
| RALIX | RIREX | RALIX / RIREX | |
| Total Expense Ratio | 0.84 | 0.61 | 138% |
| Annual Report Gross Expense Ratio | 2.13 | 0.61 | 349% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 5.234 | 3.564 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.11M | 121B | 0% |
| Annual Yield % from dividends | 7.60 | 2.77 | 274% |
| Returns for 1 year | 19.63 | 16.14 | 122% |
| Returns for 3 years | 31.64 | 35.09 | 90% |
| Returns for 5 years | 48.54 | 42.86 | 113% |
| Returns for 10 years | N/A | 73.02 | - |
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