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GAOTX vs RCEEX
GAOTX vs RCEEX Comparison
Open Charts GAOTX vs RCEEX
JPMorgan Global Allocation R3
Price$19.53
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets2.64B
American Funds Capital Income Bldr R2E
Price$69.70
Change+$0.29 (+0.42%)
VolumeN/A
Net Assets105.74B
GAOTX vs RCEEX Comparison Chart
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GAOTX vs. RCEEX commentary
Apr 18, 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 GAOTX is a Buy and RCEEX is a Buy.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 106B vs. GAOTX (2.64B). RCEEX pays higher dividends than GAOTX: RCEEX (2.71) vs GAOTX (2.29). GAOTX was incepted earlier than RCEEX: GAOTX (7 years) vs RCEEX (11 years). GAOTX (1.20) is less costly to investors than RCEEX (1.07). GAOTX has a lower initial minimum investment than RCEEX: GAOTX (0) vs RCEEX (250). RCEEX annual gain was more profitable for investors over the last year : 9.97 vs. GAOTX (3.96). RCEEX return over 5 years is better than : 39.15 vs. GAOTX (23.51).
| GAOTX | RCEEX | GAOTX / RCEEX | |
| Total Expense Ratio | 1.15 | 1.07 | 107% |
| Annual Report Gross Expense Ratio | 1.20 | 1.07 | 112% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | -2.761 | 2.078 | -133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.64B | 106B | 2% |
| Annual Yield % from dividends | 2.29 | 2.71 | 84% |
| Returns for 1 year | 3.96 | 9.97 | 40% |
| Returns for 3 years | 5.31 | 10.24 | 52% |
| Returns for 5 years | 23.51 | 39.15 | 60% |
| Returns for 10 years | N/A | 29.55 | - |
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