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RALIX vs RIREX
RALIX vs RIREX Comparison
Open Charts RALIX vs RIREX
Lazard Real Assets Instl
Price$10.74
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets5.3M
American Funds Capital Income Bldr R4
Price$77.67
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
RALIX vs RIREX Comparison Chart in %
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RALIX vs. RIREX 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 117B vs. RALIX (5.3M). RALIX pays higher dividends than RIREX: RALIX (3.79) vs RIREX (2.97). RALIX was incepted earlier than RIREX: RALIX (9 years) vs RIREX (23 years). RALIX (2.13) is less costly to investors than RIREX (0.62). RIREX is a more actively managed with annual turnover of: 56.00 vs. RALIX (31.00). RIREX has a lower initial minimum investment than RALIX: RIREX (250) vs RALIX (10000). RIREX annual gain was more profitable for investors over the last year : 14.95 vs. RALIX (14.01). RIREX return over 5 years is better than : 50.00 vs. RALIX (44.01).
| RALIX | RIREX | RALIX / RIREX | |
| Total Expense Ratio | 0.84 | 0.62 | 135% |
| Annual Report Gross Expense Ratio | 2.13 | 0.62 | 344% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 10.695 | 14.070 | 76% |
| 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 | 2.97 | 128% |
| Returns for 1 year | 14.01 | 14.95 | 94% |
| Returns for 3 years | 13.38 | 34.14 | 39% |
| Returns for 5 years | 44.01 | 50.00 | 88% |
| Returns for 10 years | N/A | 53.10 | - |