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GAOSX vs RIRHX
GAOSX vs RIRHX Comparison
Open Charts GAOSX vs RIRHX
JPMorgan Global Allocation I
Price$20.54
Change+$0.10 (+0.49%)
VolumeN/A
Net Assets2.83B
American Funds Capital Income Bldr R5E
Price$69.81
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
GAOSX vs RIRHX Comparison Chart
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GAOSX vs. RIRHX 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 RIRHX is a Hold.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 107B vs. GAOSX (2.83B). RIRHX pays higher dividends than GAOSX: RIRHX (3.45) vs GAOSX (0.50). GAOSX was incepted earlier than RIRHX: GAOSX (14 years) vs RIRHX (9 years). GAOSX is a more actively managed with annual turnover of: 136.00 vs. RIRHX (106.00). RIRHX has a lower initial minimum investment than GAOSX: RIRHX (250) vs GAOSX (1000000). GAOSX annual gain was more profitable for investors over the last year : 11.87 vs. RIRHX (10.92). RIRHX return over 5 years is better than : 23.42 vs. GAOSX (14.40).
| GAOSX | RIRHX | GAOSX / RIRHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 1.382 | 1.439 | 96% |
| 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 | 3.45 | 15% |
| Returns for 1 year | 11.87 | 10.92 | 109% |
| Returns for 3 years | 2.67 | 7.86 | 34% |
| Returns for 5 years | 14.40 | 23.42 | 61% |
| Returns for 10 years | 52.37 | N/A | - |