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GAORX vs RCEEX
GAORX vs RCEEX Comparison
Open Charts GAORX vs RCEEX
JPMorgan Global Allocation R5
Price$19.34
Change-$0.27 (-1.38%)
VolumeN/A
Net Assets2.64B
American Funds Capital Income Bldr R2E
Price$67.79
Change-$0.65 (-0.95%)
VolumeN/A
Net Assets104.37B
GAORX vs RCEEX Comparison Chart
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GAORX vs. RCEEX commentary
Apr 11, 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 GAORX is a Buy and RCEEX is a Hold.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 104B vs. GAORX (2.64B). RCEEX (2.71) and GAORX (2.64) have matching dividends . GAORX was incepted earlier than RCEEX: GAORX (7 years) vs RCEEX (11 years). RCEEX (1.07) is less costly to investors than GAORX (0.82). GAORX has a lower initial minimum investment than RCEEX: GAORX (0) vs RCEEX (250). RCEEX annual gain was more profitable for investors over the last year : 5.70 vs. GAORX (1.98). RCEEX return over 5 years is better than : 38.25 vs. GAORX (28.02).
| GAORX | RCEEX | GAORX / RCEEX | |
| Total Expense Ratio | 0.75 | 1.07 | 70% |
| Annual Report Gross Expense Ratio | 0.82 | 1.07 | 77% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | -2.741 | 0.233 | -1,176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.64B | 104B | 3% |
| Annual Yield % from dividends | 2.64 | 2.71 | 97% |
| Returns for 1 year | 1.98 | 5.70 | 35% |
| Returns for 3 years | 6.08 | 7.98 | 76% |
| Returns for 5 years | 28.02 | 38.25 | 73% |
| Returns for 10 years | N/A | 28.39 | - |
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