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GAOAX vs RIRCX
GAOAX vs RIRCX Comparison
Open Charts GAOAX vs RIRCX
JPMorgan Global Allocation A
Price$20.28
Change+$0.06 (+0.30%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R3
Price$69.11
Change+$0.34 (+0.49%)
VolumeN/A
CapitalizationN/A
GAOAX vs RIRCX Comparison Chart
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GAOAX vs. RIRCX commentary
Dec 24, 2024
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 StrongBuy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 105B vs. GAOAX (2.83B). RIRCX pays higher dividends than GAOAX: RIRCX (2.97) vs GAOAX (0.45). GAOAX was incepted earlier than RIRCX: GAOAX (14 years) vs RIRCX (23 years). GAOAX is a more actively managed with annual turnover of: 136.00 vs. RIRCX (106.00). RIRCX has a lower initial minimum investment than GAOAX: RIRCX (250) vs GAOAX (1000). GAOAX annual gain was more profitable for investors over the last year : 9.70 vs. RIRCX (8.15). RIRCX return over 5 years is better than : 21.66 vs. GAOAX (14.73).
| GAOAX | RIRCX | GAOAX / RIRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 9.062 | 7.452 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.83B | 105B | 3% |
| Annual Yield % from dividends | 0.45 | 2.97 | 15% |
| Returns for 1 year | 9.70 | 8.15 | 119% |
| Returns for 3 years | -0.33 | 6.75 | -5% |
| Returns for 5 years | 14.73 | 21.66 | 68% |
| Returns for 10 years | 46.86 | 30.22 | 155% |