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GAOSX vs RCEEX
GAOSX vs RCEEX Comparison
Open Charts GAOSX vs RCEEX
JPMorgan Global Allocation I
Price$21.14
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets2.8B
American Funds Capital Income Bldr R2E
Price$74.85
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets113.46B
GAOSX vs RCEEX Comparison Chart
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GAOSX vs. RCEEX commentary
Jun 06, 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: 113B vs. GAOSX (2.8B). RCEEX (2.62) and GAOSX (2.52) 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 (0.93). GAOSX is a more actively managed with annual turnover of: 94.00 vs. RCEEX (56.00). 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 : 12.57 vs. GAOSX (7.34). RCEEX return over 5 years is better than : 40.34 vs. GAOSX (23.88).
| GAOSX | RCEEX | GAOSX / RCEEX | |
| Total Expense Ratio | 0.78 | 1.07 | 73% |
| Annual Report Gross Expense Ratio | 0.93 | 1.07 | 87% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 5.143 | 9.577 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 113B | 2% |
| Annual Yield % from dividends | 2.52 | 2.62 | 96% |
| Returns for 1 year | 7.34 | 12.57 | 58% |
| Returns for 3 years | 20.33 | 20.69 | 98% |
| Returns for 5 years | 23.88 | 40.34 | 59% |
| Returns for 10 years | 53.83 | 42.55 | 127% |
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