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GAOAX vs RIRCX
GAOAX vs RIRCX Comparison
Open Charts GAOAX vs RIRCX
JPMorgan Global Allocation A
Price$19.36
Change+$0.23 (+1.20%)
VolumeN/A
Net Assets2.61B
American Funds Capital Income Bldr R3
Price$69.13
Change+$0.98 (+1.44%)
VolumeN/A
Net Assets103.34B
GAOAX vs RIRCX Comparison Chart
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GAOAX vs. RIRCX 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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 103B vs. GAOAX (2.61B). RIRCX pays higher dividends than GAOAX: RIRCX (2.84) vs GAOAX (2.43). GAOAX was incepted earlier than RIRCX: GAOAX (14 years) vs RIRCX (23 years). GAOAX (1.20) is less costly to investors than RIRCX (0.91). RIRCX has a lower initial minimum investment than GAOAX: RIRCX (250) vs GAOAX (1000). RIRCX annual gain was more profitable for investors over the last year : 6.31 vs. GAOAX (0.04). RIRCX return over 5 years is better than : 39.76 vs. GAOAX (24.46).
| GAOAX | RIRCX | GAOAX / RIRCX | |
| Total Expense Ratio | 1.03 | 0.91 | 113% |
| Annual Report Gross Expense Ratio | 1.20 | 0.91 | 132% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -4.094 | 0.750 | -546% |
| 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 | 2.84 | 86% |
| Returns for 1 year | 0.04 | 6.31 | 1% |
| Returns for 3 years | 4.04 | 9.11 | 44% |
| Returns for 5 years | 24.46 | 39.76 | 62% |
| Returns for 10 years | 33.60 | 29.78 | 113% |
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