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GAOAX vs RCEEX
GAOAX vs RCEEX Comparison
Open Charts GAOAX vs RCEEX
JPMorgan Global Allocation A
Price$19.36
Change+$0.23 (+1.20%)
VolumeN/A
Net Assets2.61B
American Funds Capital Income Bldr R2E
Price$68.76
Change+$0.97 (+1.43%)
VolumeN/A
Net Assets103.34B
GAOAX vs RCEEX Comparison Chart
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GAOAX vs. RCEEX commentary
Apr 12, 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 GAOAX is a Buy and RCEEX is a Buy.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 103B vs. GAOAX (2.61B). RCEEX pays higher dividends than GAOAX: RCEEX (2.71) vs GAOAX (2.43). GAOAX was incepted earlier than RCEEX: GAOAX (14 years) vs RCEEX (11 years). GAOAX (1.20) is less costly to investors than RCEEX (1.07). RCEEX has a lower initial minimum investment than GAOAX: RCEEX (250) vs GAOAX (1000). RCEEX annual gain was more profitable for investors over the last year : 6.14 vs. GAOAX (0.04). RCEEX return over 5 years is better than : 38.89 vs. GAOAX (24.46).
| GAOAX | RCEEX | GAOAX / RCEEX | |
| Total Expense Ratio | 1.03 | 1.07 | 96% |
| Annual Report Gross Expense Ratio | 1.20 | 1.07 | 112% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -4.094 | 0.702 | -583% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.61B | 103B | 3% |
| Annual Yield % from dividends | 2.43 | 2.71 | 90% |
| Returns for 1 year | 0.04 | 6.14 | 1% |
| Returns for 3 years | 4.04 | 8.66 | 47% |
| Returns for 5 years | 24.46 | 38.89 | 63% |
| Returns for 10 years | 33.60 | 28.50 | 118% |
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