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RCEEX vs UPAAX
RCEEX vs UPAAX Comparison
Open Charts RCEEX vs UPAAX
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.
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).
| 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 | 12.798 | 9.143 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 2.71M | 4,286,770% |
| Annual Yield % from dividends | 2.57 | 0.00 | - |
| Returns for 1 year | 15.17 | 10.32 | 147% |
| Returns for 3 years | 31.63 | 52.34 | 60% |
| Returns for 5 years | 47.53 | 92.28 | 52% |
| Returns for 10 years | 49.30 | N/A | - |