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GAOSX vs RCEEX
GAOSX vs RCEEX Comparison
Open Charts GAOSX vs RCEEX
JPMorgan Global Allocation I
Price$20.54
Change+$0.10 (+0.49%)
VolumeN/A
Net Assets2.83B
American Funds Capital Income Bldr R2E
Price$69.60
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
GAOSX vs RCEEX Comparison Chart
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GAOSX vs. RCEEX commentary
Jan 19, 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 Hold and RCEEX is a Hold.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 107B vs. GAOSX (2.83B). RCEEX pays higher dividends than GAOSX: RCEEX (2.85) vs GAOSX (0.50). GAOSX was incepted earlier than RCEEX: GAOSX (14 years) vs RCEEX (10 years). GAOSX is a more actively managed with annual turnover of: 136.00 vs. RCEEX (106.00). RCEEX has a lower initial minimum investment than GAOSX: RCEEX (250) vs GAOSX (1000000). GAOSX annual gain was more profitable for investors over the last year : 11.87 vs. RCEEX (10.18). RCEEX return over 5 years is better than : 20.64 vs. GAOSX (14.40).
| GAOSX | RCEEX | GAOSX / RCEEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 1.382 | 1.399 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.83B | 107B | 3% |
| Annual Yield % from dividends | 0.50 | 2.85 | 18% |
| Returns for 1 year | 11.87 | 10.18 | 117% |
| Returns for 3 years | 2.67 | 6.30 | 42% |
| Returns for 5 years | 14.40 | 20.64 | 70% |
| Returns for 10 years | 52.37 | 31.20 | 168% |
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