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RCEEX vs UPAAX
RCEEX vs UPAAX Comparison
Open Charts RCEEX vs UPAAX
American Funds Capital Income Bldr R2E
Price$77.29
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
Upright Assets Allocation Plus
Price$15.61
Change+$0.10 (+0.64%)
VolumeN/A
Net Assets2.75M
RCEEX vs UPAAX Comparison Chart in %
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RCEEX vs. UPAAX 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 RCEEX is a Buy and UPAAX is a Buy.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 117B vs. UPAAX (2.75M). RCEEX pays higher dividends than UPAAX: RCEEX (2.57) vs UPAAX (0.00). RCEEX was incepted earlier than UPAAX: RCEEX (11 years) vs UPAAX (8 years). UPAAX (3.28) is less costly to investors than RCEEX (1.07). RCEEX is a more actively managed with annual turnover of: 56.00 vs. UPAAX (0.00). RCEEX has a lower initial minimum investment than UPAAX: RCEEX (250) vs UPAAX (2000). UPAAX annual gain was more profitable for investors over the last year : 22.14 vs. RCEEX (14.40). UPAAX return over 5 years is better than : 99.17 vs. RCEEX (47.35).
| RCEEX | UPAAX | RCEEX / UPAAX | |
| Total Expense Ratio | 1.07 | 3.28 | 33% |
| Annual Report Gross Expense Ratio | 1.07 | 3.28 | 33% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 13.769 | 11.500 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 2.75M | 4,254,545% |
| Annual Yield % from dividends | 2.57 | 0.00 | - |
| Returns for 1 year | 14.40 | 22.14 | 65% |
| Returns for 3 years | 32.53 | 52.47 | 62% |
| Returns for 5 years | 47.35 | 99.17 | 48% |
| Returns for 10 years | 49.43 | N/A | - |
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