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GAOFX vs RIRBX
GAOFX vs RIRBX Comparison
Open Charts GAOFX vs RIRBX
JPMorgan Global Allocation R4
Price$19.76
Change-$0.42 (-2.08%)
VolumeN/A
Net Assets2.75B
American Funds Capital Income Bldr R2
Price$71.16
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
GAOFX vs RIRBX Comparison Chart
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GAOFX vs. RIRBX 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 RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 110B vs. GAOFX (2.75B). GAOFX pays higher dividends than RIRBX: GAOFX (2.53) vs RIRBX (2.41). GAOFX was incepted earlier than RIRBX: GAOFX (7 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than GAOFX (0.95). GAOFX has a lower initial minimum investment than RIRBX: GAOFX (0) vs RIRBX (250). RIRBX annual gain was more profitable for investors over the last year : 7.55 vs. GAOFX (4.42). RIRBX return over 5 years is better than : 49.99 vs. GAOFX (39.37).
| GAOFX | RIRBX | GAOFX / RIRBX | |
| Total Expense Ratio | 0.90 | 1.36 | 66% |
| Annual Report Gross Expense Ratio | 0.95 | 1.36 | 70% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 0.549 | 3.533 | 16% |
| 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 | 2.41 | 105% |
| Returns for 1 year | 4.42 | 7.55 | 59% |
| Returns for 3 years | 6.26 | 9.69 | 65% |
| Returns for 5 years | 39.37 | 49.99 | 79% |
| Returns for 10 years | N/A | 32.01 | - |
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