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GAOCX vs RCEEX
GAOCX vs RCEEX Comparison
Open Charts GAOCX vs RCEEX
JPMorgan Global Allocation C
Price$19.70
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets2.74B
American Funds Capital Income Bldr R2E
Price$72.12
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.94B
GAOCX vs RCEEX Comparison Chart
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GAOCX vs. RCEEX commentary
May 09, 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: 110B vs. GAOCX (2.74B). RCEEX pays higher dividends than GAOCX: RCEEX (2.70) vs GAOCX (2.03). 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 : 10.09 vs. GAOCX (5.37). RCEEX return over 5 years is better than : 44.76 vs. GAOCX (24.70).
| 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 | 1.473 | 5.623 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.74B | 110B | 2% |
| Annual Yield % from dividends | 2.03 | 2.70 | 75% |
| Returns for 1 year | 5.37 | 10.09 | 53% |
| Returns for 3 years | 17.12 | 20.73 | 83% |
| Returns for 5 years | 24.70 | 44.76 | 55% |
| Returns for 10 years | 37.37 | 33.92 | 110% |
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