Interact to see
Advertisement
Advertisement
GAOCX vs RIRHX
GAOCX vs RIRHX Comparison
Open Charts GAOCX vs RIRHX
JPMorgan Global Allocation C
Price$20.36
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets2.79B
American Funds Capital Income Bldr R5E
Price$75.14
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets113.5B
GAOCX vs RIRHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GAOCX vs. RIRHX commentary
Jun 07, 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 RIRHX is a Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 113B vs. GAOCX (2.79B). RIRHX pays higher dividends than GAOCX: RIRHX (3.21) vs GAOCX (1.97). GAOCX was incepted earlier than RIRHX: GAOCX (14 years) vs RIRHX (10 years). GAOCX (1.68) is less costly to investors than RIRHX (0.42). GAOCX is a more actively managed with annual turnover of: 94.00 vs. RIRHX (56.00). RIRHX has a lower initial minimum investment than GAOCX: RIRHX (250) vs GAOCX (1000). RIRHX annual gain was more profitable for investors over the last year : 13.32 vs. GAOCX (6.60). RIRHX return over 5 years is better than : 43.77 vs. GAOCX (19.18).
| GAOCX | RIRHX | GAOCX / RIRHX | |
| Total Expense Ratio | 1.53 | 0.42 | 364% |
| Annual Report Gross Expense Ratio | 1.68 | 0.42 | 400% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 4.866 | 9.885 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 113B | 2% |
| Annual Yield % from dividends | 1.97 | 3.21 | 61% |
| Returns for 1 year | 6.60 | 13.32 | 50% |
| Returns for 3 years | 17.80 | 22.60 | 79% |
| Returns for 5 years | 19.18 | 43.77 | 44% |
| Returns for 10 years | 43.17 | N/A | - |