Ad is loading...
GAOFX vs RCEEX
GAOFX vs RCEEX Comparison
Open Charts GAOFX vs RCEEX
JPMorgan Global Allocation R4
Price$19.76
Change-$0.42 (-2.08%)
VolumeN/A
Net Assets2.75B
American Funds Capital Income Bldr R2E
Price$70.74
Change-$1.20 (-1.67%)
VolumeN/A
Net Assets109.78B
GAOFX vs RCEEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GAOFX vs. RCEEX commentary
Apr 04, 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 GAOFX is a Hold and RCEEX is a Buy.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 110B vs. GAOFX (2.75B). RCEEX pays higher dividends than GAOFX: RCEEX (2.71) vs GAOFX (2.53). GAOFX was incepted earlier than RCEEX: GAOFX (7 years) vs RCEEX (11 years). RCEEX (1.07) is less costly to investors than GAOFX (0.95). GAOFX has a lower initial minimum investment than RCEEX: GAOFX (0) vs RCEEX (250). RCEEX annual gain was more profitable for investors over the last year : 7.84 vs. GAOFX (4.42). RCEEX return over 5 years is better than : 51.55 vs. GAOFX (39.37).
| GAOFX | RCEEX | GAOFX / RCEEX | |
| Total Expense Ratio | 0.90 | 1.07 | 84% |
| Annual Report Gross Expense Ratio | 0.95 | 1.07 | 89% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | 0.549 | 3.602 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 110B | 3% |
| Annual Yield % from dividends | 2.53 | 2.71 | 93% |
| Returns for 1 year | 4.42 | 7.84 | 56% |
| Returns for 3 years | 6.26 | 10.44 | 60% |
| Returns for 5 years | 39.37 | 51.55 | 76% |
| Returns for 10 years | N/A | 33.25 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...