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GAOFX vs RIRBX
GAOFX vs RIRBX Comparison
Open Charts GAOFX vs RIRBX
JPMorgan Global Allocation R4
Price$20.77
Change-$0.18 (-0.86%)
VolumeN/A
Net Assets2.85B
American Funds Capital Income Bldr R2
Price$72.48
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
GAOFX vs RIRBX Comparison Chart
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GAOFX vs. RIRBX commentary
Feb 23, 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 StrongBuy and RIRBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 110B vs. GAOFX (2.85B). 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). RIRBX annual gain was more profitable for investors over the last year : 11.30 vs. GAOFX (9.04). RIRBX return over 5 years is better than : 24.48 vs. GAOFX (16.36).
| 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 | 3.385 | 4.983 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 110B | 3% |
| Annual Yield % from dividends | 0.48 | 2.55 | 19% |
| Returns for 1 year | 9.04 | 11.30 | 80% |
| Returns for 3 years | 8.87 | 11.93 | 74% |
| Returns for 5 years | 16.36 | 24.48 | 67% |
| Returns for 10 years | N/A | 31.54 | - |
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