Ad is loading...
GAOFX vs RIRBX
GAOFX vs RIRBX Comparison
Open Charts GAOFX vs RIRBX
JPMorgan Global Allocation R4
Price$20.69
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets2.86B
American Funds Capital Income Bldr R2
Price$70.88
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets107.71B
GAOFX vs RIRBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GAOFX vs. RIRBX commentary
Jan 24, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 108B vs. GAOFX (2.86B). 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 : 12.21 vs. RIRBX (9.88). RIRBX return over 5 years is better than : 21.09 vs. GAOFX (16.17).
| 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 | 2.738 | 2.158 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.86B | 108B | 3% |
| Annual Yield % from dividends | 0.48 | 2.55 | 19% |
| Returns for 1 year | 12.21 | 9.88 | 124% |
| Returns for 3 years | 5.90 | 8.07 | 73% |
| Returns for 5 years | 16.17 | 21.09 | 77% |
| Returns for 10 years | N/A | 30.04 | - |