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GAOSX vs RCEEX
GAOSX vs RCEEX Comparison
Open Charts GAOSX vs RCEEX
JPMorgan Global Allocation I
Price$19.88
Change+$0.12 (+0.61%)
VolumeN/A
Net Assets2.66B
American Funds Capital Income Bldr R2E
Price$70.36
Change+$0.44 (+0.63%)
VolumeN/A
Net Assets106.48B
GAOSX vs RCEEX Comparison Chart
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GAOSX vs. RCEEX commentary
Apr 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 GAOSX is a Buy and RCEEX is a Buy.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 106B vs. GAOSX (2.66B). RCEEX (2.71) and GAOSX (2.61) have matching dividends . GAOSX was incepted earlier than RCEEX: GAOSX (14 years) vs RCEEX (11 years). RCEEX (1.07) is less costly to investors than GAOSX (0.95). RCEEX has a lower initial minimum investment than GAOSX: RCEEX (250) vs GAOSX (1000000). RCEEX annual gain was more profitable for investors over the last year : 8.39 vs. GAOSX (4.16). RCEEX return over 5 years is better than : 41.88 vs. GAOSX (27.84).
| GAOSX | RCEEX | GAOSX / RCEEX | |
| Total Expense Ratio | 0.78 | 1.07 | 73% |
| Annual Report Gross Expense Ratio | 0.95 | 1.07 | 89% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -1.907 | 2.401 | -79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.66B | 106B | 3% |
| Annual Yield % from dividends | 2.61 | 2.71 | 96% |
| Returns for 1 year | 4.16 | 8.39 | 50% |
| Returns for 3 years | 9.26 | 12.01 | 77% |
| Returns for 5 years | 27.84 | 41.88 | 66% |
| Returns for 10 years | 40.01 | 28.87 | 139% |