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GAOCX vs RCEEX
GAOCX vs RCEEX Comparison
Open Charts GAOCX vs RCEEX
JPMorgan Global Allocation C
Price$20.36
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets2.79B
American Funds Capital Income Bldr R2E
Price$74.85
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets113.46B
GAOCX vs RCEEX Comparison Chart
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GAOCX vs. RCEEX commentary
Jun 07, 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 GAOCX is a Buy and RCEEX is a Buy.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 113B vs. GAOCX (2.79B). RCEEX pays higher dividends than GAOCX: RCEEX (2.62) vs GAOCX (1.97). GAOCX was incepted earlier than RCEEX: GAOCX (14 years) vs RCEEX (11 years). GAOCX (1.68) is less costly to investors than RCEEX (1.07). GAOCX is a more actively managed with annual turnover of: 94.00 vs. RCEEX (56.00). RCEEX has a lower initial minimum investment than GAOCX: RCEEX (250) vs GAOCX (1000). RCEEX annual gain was more profitable for investors over the last year : 12.57 vs. GAOCX (6.60). RCEEX return over 5 years is better than : 40.34 vs. GAOCX (19.18).
| GAOCX | RCEEX | GAOCX / RCEEX | |
| Total Expense Ratio | 1.53 | 1.07 | 143% |
| Annual Report Gross Expense Ratio | 1.68 | 1.07 | 157% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 4.866 | 9.577 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 113B | 2% |
| Annual Yield % from dividends | 1.97 | 2.62 | 75% |
| Returns for 1 year | 6.60 | 12.57 | 52% |
| Returns for 3 years | 17.80 | 20.69 | 86% |
| Returns for 5 years | 19.18 | 40.34 | 48% |
| Returns for 10 years | 43.17 | 42.55 | 101% |
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