Ad is loading...
GAOCX vs RIRBX
GAOCX vs RIRBX Comparison
Open Charts GAOCX vs RIRBX
JPMorgan Global Allocation C
Price$19.73
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets2.74B
American Funds Capital Income Bldr R2
Price$72.64
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets109.75B
GAOCX vs RIRBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GAOCX vs. RIRBX commentary
May 11, 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 RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 110B vs. GAOCX (2.74B). RIRBX pays higher dividends than GAOCX: RIRBX (2.40) vs GAOCX (2.03). GAOCX was incepted earlier than RIRBX: GAOCX (14 years) vs RIRBX (23 years). GAOCX (1.68) is less costly to investors than RIRBX (1.36). GAOCX is a more actively managed with annual turnover of: 94.00 vs. RIRBX (56.00). RIRBX has a lower initial minimum investment than GAOCX: RIRBX (250) vs GAOCX (1000). RIRBX annual gain was more profitable for investors over the last year : 9.40 vs. GAOCX (4.87). RIRBX return over 5 years is better than : 43.49 vs. GAOCX (24.64).
| GAOCX | RIRBX | GAOCX / RIRBX | |
| Total Expense Ratio | 1.53 | 1.36 | 113% |
| Annual Report Gross Expense Ratio | 1.68 | 1.36 | 124% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 1.422 | 5.687 | 25% |
| 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 | 2.40 | 85% |
| Returns for 1 year | 4.87 | 9.40 | 52% |
| Returns for 3 years | 16.79 | 20.21 | 83% |
| Returns for 5 years | 24.64 | 43.49 | 57% |
| Returns for 10 years | 37.88 | 33.26 | 114% |
View a ticker or compare two or three
VS
VS
Ad is loading...