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GAOCX vs RCEEX
GAOCX vs RCEEX Comparison
Open Charts GAOCX vs RCEEX
JPMorgan Global Allocation C
Price$21.01
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets2.86B
American Funds Capital Income Bldr R2E
Price$77.06
Change+$0.15 (+0.20%)
VolumeN/A
Net Assets116.75B
GAOCX vs RCEEX Comparison Chart in %
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GAOCX vs. RCEEX commentary
Aug 10, 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 StrongBuy and RCEEX is a Buy.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 117B vs. GAOCX (2.86B). RCEEX (2.57) and GAOCX (2.45) have matching dividends . 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 : 13.95 vs. GAOCX (11.22). RCEEX return over 5 years is better than : 45.39 vs. GAOCX (18.57).
| 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 | 8.732 | 13.431 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.86B | 117B | 2% |
| Annual Yield % from dividends | 2.45 | 2.57 | 95% |
| Returns for 1 year | 11.22 | 13.95 | 80% |
| Returns for 3 years | 25.58 | 29.92 | 85% |
| Returns for 5 years | 18.57 | 45.39 | 41% |
| Returns for 10 years | 46.67 | 48.59 | 96% |
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