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GAORX vs RCEEX
GAORX vs RCEEX Comparison
Open Charts GAORX vs RCEEX
JPMorgan Global Allocation R5
Price$20.83
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets2.86B
American Funds Capital Income Bldr R2E
Price$70.13
Change-$0.29 (-0.41%)
VolumeN/A
Net Assets108.17B
GAORX vs RCEEX Comparison Chart
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GAORX vs. RCEEX commentary
Jan 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 GAORX is a Hold and RCEEX is a Hold.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 108B vs. GAORX (2.86B). RCEEX pays higher dividends than GAORX: RCEEX (2.85) vs GAORX (0.51). GAORX was incepted earlier than RCEEX: GAORX (6 years) vs RCEEX (10 years). GAORX is a more actively managed with annual turnover of: 136.00 vs. RCEEX (106.00). GAORX has a lower initial minimum investment than RCEEX: GAORX (0) vs RCEEX (250). GAORX annual gain was more profitable for investors over the last year : 12.34 vs. RCEEX (10.19). RCEEX return over 5 years is better than : 22.25 vs. GAORX (17.05).
| GAORX | RCEEX | GAORX / RCEEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 2.712 | 2.171 | 125% |
| 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 | 0.51 | 2.85 | 18% |
| Returns for 1 year | 12.34 | 10.19 | 121% |
| Returns for 3 years | 6.32 | 8.75 | 72% |
| Returns for 5 years | 17.05 | 22.25 | 77% |
| Returns for 10 years | N/A | 31.17 | - |
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