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GAOAX vs RCEEX
GAOAX vs RCEEX Comparison
Open Charts GAOAX vs RCEEX
JPMorgan Global Allocation A
Price$21.31
Change+$0.08 (+0.38%)
VolumeN/A
Net Assets2.83B
American Funds Capital Income Bldr R2E
Price$76.26
Change+$0.30 (+0.39%)
VolumeN/A
Net Assets115.4B
GAOAX vs RCEEX Comparison Chart in %
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GAOAX vs. RCEEX commentary
Jul 17, 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: 115B vs. GAOAX (2.83B). GAOAX pays higher dividends than RCEEX: GAOAX (2.79) vs RCEEX (2.57). GAOAX was incepted earlier than RCEEX: GAOAX (14 years) vs RCEEX (11 years). GAOAX (1.18) is less costly to investors than RCEEX (1.07). GAOAX is a more actively managed with annual turnover of: 94.00 vs. RCEEX (56.00). 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 : 11.79 vs. GAOAX (6.00). RCEEX return over 5 years is better than : 44.94 vs. GAOAX (22.96).
| GAOAX | RCEEX | GAOAX / RCEEX | |
| Total Expense Ratio | 1.03 | 1.07 | 96% |
| Annual Report Gross Expense Ratio | 1.18 | 1.07 | 110% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 7.469 | 12.253 | 61% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.83B | 115B | 2% |
| Annual Yield % from dividends | 2.79 | 2.57 | 109% |
| Returns for 1 year | 6.00 | 11.79 | 51% |
| Returns for 3 years | 30.46 | 32.90 | 93% |
| Returns for 5 years | 22.96 | 44.94 | 51% |
| Returns for 10 years | 50.91 | 45.57 | 112% |
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