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RCEEX vs UPAAX
RCEEX vs UPAAX Comparison
Open Charts RCEEX vs UPAAX
American Funds Capital Income Bldr R2E
Price$74.83
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
Upright Assets Allocation Plus
Price$13.70
Change-$0.42 (-2.97%)
VolumeN/A
Net Assets2.43M
RCEEX vs UPAAX Comparison Chart
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RCEEX vs. UPAAX commentary
Jun 16, 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: 114B vs. UPAAX (2.43M). RCEEX pays higher dividends than UPAAX: RCEEX (2.62) 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 : 13.36 vs. UPAAX (4.98). UPAAX return over 5 years is better than : 84.62 vs. RCEEX (45.82).
| 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 | 10.148 | -2.143 | -474% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 2.43M | 4,701,031% |
| Annual Yield % from dividends | 2.62 | 0.00 | - |
| Returns for 1 year | 13.36 | 4.98 | 268% |
| Returns for 3 years | 30.73 | 32.65 | 94% |
| Returns for 5 years | 45.82 | 84.62 | 54% |
| Returns for 10 years | 42.67 | N/A | - |