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FGGBX vs RIREX
FGGBX vs RIREX Comparison
Open Charts FGGBX vs RIREX
Templeton Global Balanced R6
Price$2.56
Change+$0.01 (+0.39%)
VolumeN/A
Net Assets292.22M
American Funds Capital Income Bldr R4
Price$72.60
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.59B
FGGBX vs RIREX Comparison Chart
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FGGBX vs. RIREX commentary
May 10, 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 FGGBX is a Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 110B vs. FGGBX (292M). RIREX pays higher dividends than FGGBX: RIREX (3.12) vs FGGBX (2.13). FGGBX was incepted earlier than RIREX: FGGBX (12 years) vs RIREX (23 years). FGGBX (0.99) is less costly to investors than RIREX (0.62). RIREX is a more actively managed with annual turnover of: 56.00 vs. FGGBX (43.31). RIREX has a lower initial minimum investment than FGGBX: RIREX (250) vs FGGBX (1000000). RIREX annual gain was more profitable for investors over the last year : 10.22 vs. FGGBX (6.11). RIREX return over 5 years is better than : 47.50 vs. FGGBX (24.20).
| FGGBX | RIREX | FGGBX / RIREX | |
| Total Expense Ratio | 0.91 | 0.62 | 147% |
| Annual Report Gross Expense Ratio | 0.99 | 0.62 | 160% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 7.143 | 5.975 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 110B | 0% |
| Annual Yield % from dividends | 2.13 | 3.12 | 68% |
| Returns for 1 year | 6.11 | 10.22 | 60% |
| Returns for 3 years | 19.89 | 22.39 | 89% |
| Returns for 5 years | 24.20 | 47.50 | 51% |
| Returns for 10 years | 5.44 | 37.61 | 14% |