RCEEX
Price
$76.63
Change
+$0.25 (+0.33%)
Updated
Jul 3 closing price
Net Assets
116.46B
UPAAX
Price
$15.28
Change
+$0.26 (+1.73%)
Updated
Jul 3 closing price
Net Assets
2.71M
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RCEEX vs UPAAX

Header iconRCEEX vs UPAAX Comparison
Open Charts RCEEX vs UPAAXBanner chart's image
American Funds Capital Income Bldr R2E
Price$76.63
Change+$0.25 (+0.33%)
VolumeN/A
Net Assets116.46B
Upright Assets Allocation Plus
Price$15.28
Change+$0.26 (+1.73%)
VolumeN/A
Net Assets2.71M
RCEEX vs UPAAX Comparison Chart in %
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RCEEX vs. UPAAX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 116B vs. UPAAX (2.71M). 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). RCEEX annual gain was more profitable for investors over the last year : 15.17 vs. UPAAX (10.32). UPAAX return over 5 years is better than : 92.28 vs. RCEEX (47.53).
RCEEXUPAAXRCEEX / UPAAX
Total Expense Ratio1.073.2833%
Annual Report Gross Expense Ratio1.073.2833%
Fund Existence11 years8 years-
Gain YTD12.7989.143140%
Front LoadN/AN/A-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets116B2.71M4,286,770%
Annual Yield % from dividends2.570.00-
Returns for 1 year15.1710.32147%
Returns for 3 years31.6352.3460%
Returns for 5 years47.5392.2852%
Returns for 10 years49.30N/A-
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