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GAOCX vs RIRHX
GAOCX vs RIRHX Comparison
Open Charts GAOCX vs RIRHX
JPMorgan Global Allocation C
Price$19.70
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets2.74B
American Funds Capital Income Bldr R5E
Price$72.37
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.94B
GAOCX vs RIRHX Comparison Chart
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GAOCX vs. RIRHX commentary
May 09, 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: 110B vs. GAOCX (2.74B). RIRHX pays higher dividends than GAOCX: RIRHX (3.32) vs GAOCX (2.03). GAOCX was incepted earlier than RIRHX: GAOCX (14 years) vs RIRHX (9 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 : 10.82 vs. GAOCX (5.37). RIRHX return over 5 years is better than : 48.31 vs. GAOCX (24.70).
| 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 | 9 years | - |
| Gain YTD | 1.473 | 5.876 | 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 | 3.32 | 61% |
| Returns for 1 year | 5.37 | 10.82 | 50% |
| Returns for 3 years | 17.12 | 22.65 | 76% |
| Returns for 5 years | 24.70 | 48.31 | 51% |
| Returns for 10 years | 37.37 | N/A | - |
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