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GAOZX vs RIEBX
GAOZX vs RIEBX Comparison
Open Charts GAOZX vs RIEBX
JPMorgan Global Allocation R6
Price$20.82
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets2.79B
American Funds Income Fund of Amer R2E
Price$25.70
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets131.24B
GAOZX vs RIEBX Comparison Chart
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GAOZX vs. RIEBX commentary
May 23, 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 GAOZX is a Buy and RIEBX is a Buy.
FUNDAMENTALS
Fundamentals
RIEBX has more cash in the bank: 131B vs. GAOZX (2.79B). RIEBX pays higher dividends than GAOZX: RIEBX (3.40) vs GAOZX (2.71). GAOZX was incepted earlier than RIEBX: GAOZX (8 years) vs RIEBX (11 years). RIEBX (1.07) is less costly to investors than GAOZX (0.68). GAOZX (94.00) and RIEBX (92.00) have comparable annual turnover. RIEBX has a lower initial minimum investment than GAOZX: RIEBX (250) vs GAOZX (15000000). RIEBX annual gain was more profitable for investors over the last year : 9.30 vs. GAOZX (6.21). RIEBX return over 5 years is better than : 41.19 vs. GAOZX (31.56).
| GAOZX | RIEBX | GAOZX / RIEBX | |
| Total Expense Ratio | 0.65 | 1.07 | 61% |
| Annual Report Gross Expense Ratio | 0.68 | 1.07 | 64% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 3.386 | 6.289 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 131B | 2% |
| Annual Yield % from dividends | 2.71 | 3.40 | 80% |
| Returns for 1 year | 6.21 | 9.30 | 67% |
| Returns for 3 years | 21.77 | 16.16 | 135% |
| Returns for 5 years | 31.56 | 41.19 | 77% |
| Returns for 10 years | N/A | 34.22 | - |
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