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GAOFX vs RIRBX
GAOFX vs RIRBX Comparison
Open Charts GAOFX vs RIRBX
JPMorgan Global Allocation R4
Price$20.26
Change+$0.13 (+0.65%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R2
Price$68.82
Change+$0.49 (+0.72%)
VolumeN/A
CapitalizationN/A
GAOFX vs RIRBX Comparison Chart
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GAOFX vs. RIRBX commentary
Dec 24, 2024
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 RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 105B vs. GAOFX (2.83B). RIRBX pays higher dividends than GAOFX: RIRBX (2.55) vs GAOFX (0.48). GAOFX was incepted earlier than RIRBX: GAOFX (6 years) vs RIRBX (23 years). GAOFX is a more actively managed with annual turnover of: 136.00 vs. RIRBX (106.00). GAOFX has a lower initial minimum investment than RIRBX: GAOFX (0) vs RIRBX (250). GAOFX annual gain was more profitable for investors over the last year : 9.63 vs. RIRBX (7.46). RIRBX return over 5 years is better than : 19.30 vs. GAOFX (15.21).
| GAOFX | RIRBX | GAOFX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 8.881 | 6.475 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.83B | 105B | 3% |
| Annual Yield % from dividends | 0.48 | 2.55 | 19% |
| Returns for 1 year | 9.63 | 7.46 | 129% |
| Returns for 3 years | 0.98 | 6.23 | 16% |
| Returns for 5 years | 15.21 | 19.30 | 79% |
| Returns for 10 years | N/A | 27.81 | - |
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