Ad is loading...
GAOCX vs RIREX
GAOCX vs RIREX Comparison
Open Charts GAOCX vs RIREX
JPMorgan Global Allocation C
Price$19.73
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets2.74B
American Funds Capital Income Bldr R4
Price$72.60
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.75B
GAOCX vs RIREX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GAOCX vs. RIREX 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 110B vs. GAOCX (2.74B). RIREX pays higher dividends than GAOCX: RIREX (3.12) vs GAOCX (2.03). GAOCX was incepted earlier than RIREX: GAOCX (14 years) vs RIREX (23 years). GAOCX (1.68) is less costly to investors than RIREX (0.62). GAOCX is a more actively managed with annual turnover of: 94.00 vs. RIREX (56.00). RIREX has a lower initial minimum investment than GAOCX: RIREX (250) vs GAOCX (1000). RIREX annual gain was more profitable for investors over the last year : 10.22 vs. GAOCX (4.87). RIREX return over 5 years is better than : 47.50 vs. GAOCX (24.64).
| GAOCX | RIREX | GAOCX / RIREX | |
| Total Expense Ratio | 1.53 | 0.62 | 247% |
| Annual Report Gross Expense Ratio | 1.68 | 0.62 | 271% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 1.422 | 5.975 | 24% |
| 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 | 3.12 | 65% |
| Returns for 1 year | 4.87 | 10.22 | 48% |
| Returns for 3 years | 16.79 | 22.39 | 75% |
| Returns for 5 years | 24.64 | 47.50 | 52% |
| Returns for 10 years | 37.88 | 37.61 | 101% |
View a ticker or compare two or three
VS
VS
Ad is loading...