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GAOTX vs RIEBX
GAOTX vs RIEBX Comparison
Open Charts GAOTX vs RIEBX
JPMorgan Global Allocation R3
Price$20.29
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets2.74B
American Funds Income Fund of Amer R2E
Price$25.33
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets128.01B
GAOTX vs RIEBX Comparison Chart
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GAOTX vs. RIEBX commentary
May 09, 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 RIEBX is a Buy.
FUNDAMENTALS
Fundamentals
RIEBX has more cash in the bank: 128B vs. GAOTX (2.74B). RIEBX pays higher dividends than GAOTX: RIEBX (3.40) vs GAOTX (2.28). GAOTX was incepted earlier than RIEBX: GAOTX (7 years) vs RIEBX (11 years). GAOTX (1.21) is less costly to investors than RIEBX (1.07). GAOTX (94.00) and RIEBX (92.00) have comparable annual turnover. GAOTX has a lower initial minimum investment than RIEBX: GAOTX (0) vs RIEBX (250). RIEBX annual gain was more profitable for investors over the last year : 9.58 vs. GAOTX (5.74). RIEBX return over 5 years is better than : 38.51 vs. GAOTX (27.25).
| GAOTX | RIEBX | GAOTX / RIEBX | |
| Total Expense Ratio | 1.15 | 1.07 | 107% |
| Annual Report Gross Expense Ratio | 1.21 | 1.07 | 113% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | 1.587 | 4.637 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.74B | 128B | 2% |
| Annual Yield % from dividends | 2.28 | 3.40 | 67% |
| Returns for 1 year | 5.74 | 9.58 | 60% |
| Returns for 3 years | 18.43 | 14.36 | 128% |
| Returns for 5 years | 27.25 | 38.51 | 71% |
| Returns for 10 years | N/A | 32.37 | - |
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