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GAOSX vs RIRHX
GAOSX vs RIRHX Comparison
Open Charts GAOSX vs RIRHX
JPMorgan Global Allocation I
Price$20.79
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets2.77B
American Funds Capital Income Bldr R5E
Price$73.80
Change+$0.15 (+0.20%)
VolumeN/A
Net Assets111.46B
GAOSX vs RIRHX Comparison Chart
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GAOSX vs. RIRHX commentary
May 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 RIRHX is a Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 111B vs. GAOSX (2.77B). RIRHX pays higher dividends than GAOSX: RIRHX (3.32) vs GAOSX (2.60). GAOSX was incepted earlier than RIRHX: GAOSX (14 years) vs RIRHX (10 years). GAOSX (0.93) is less costly to investors than RIRHX (0.42). GAOSX is a more actively managed with annual turnover of: 94.00 vs. RIRHX (56.00). RIRHX has a lower initial minimum investment than GAOSX: RIRHX (250) vs GAOSX (1000000). RIRHX annual gain was more profitable for investors over the last year : 10.97 vs. GAOSX (6.47). RIRHX return over 5 years is better than : 51.37 vs. GAOSX (30.79).
| GAOSX | RIRHX | GAOSX / RIRHX | |
| Total Expense Ratio | 0.78 | 0.42 | 186% |
| Annual Report Gross Expense Ratio | 0.93 | 0.42 | 221% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 3.355 | 7.749 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 111B | 2% |
| Annual Yield % from dividends | 2.60 | 3.32 | 78% |
| Returns for 1 year | 6.47 | 10.97 | 59% |
| Returns for 3 years | 20.19 | 22.47 | 90% |
| Returns for 5 years | 30.79 | 51.37 | 60% |
| Returns for 10 years | 48.47 | N/A | - |
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