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GAOCX vs RIRFX
GAOCX vs RIRFX Comparison
Open Charts GAOCX vs RIRFX
JPMorgan Global Allocation C
Price$19.73
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets2.74B
American Funds Capital Income Bldr R5
Price$72.65
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.75B
GAOCX vs RIRFX Comparison Chart
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GAOCX vs. RIRFX 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. GAOCX (2.74B). RIRFX pays higher dividends than GAOCX: RIRFX (3.41) vs GAOCX (2.03). GAOCX was incepted earlier than RIRFX: GAOCX (14 years) vs RIRFX (23 years). GAOCX (1.68) is less costly to investors than RIRFX (0.31). GAOCX is a more actively managed with annual turnover of: 94.00 vs. RIRFX (56.00). RIRFX has a lower initial minimum investment than GAOCX: RIRFX (250) vs GAOCX (1000). RIRFX annual gain was more profitable for investors over the last year : 10.55 vs. GAOCX (4.87). RIRFX return over 5 years is better than : 56.68 vs. GAOCX (24.64).
| GAOCX | RIRFX | GAOCX / RIRFX | |
| Total Expense Ratio | 1.53 | 0.31 | 494% |
| Annual Report Gross Expense Ratio | 1.68 | 0.31 | 542% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 1.422 | 6.082 | 23% |
| 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 | 3.41 | 60% |
| Returns for 1 year | 4.87 | 10.55 | 46% |
| Returns for 3 years | 16.79 | 26.08 | 64% |
| Returns for 5 years | 24.64 | 56.68 | 43% |
| Returns for 10 years | 37.88 | 51.97 | 73% |
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