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GAOZX vs RIRBX
GAOZX vs RIRBX Comparison
Open Charts GAOZX vs RIRBX
JPMorgan Global Allocation R6
Price$20.50
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets2.74B
American Funds Capital Income Bldr R2
Price$72.64
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets109.75B
GAOZX vs RIRBX Comparison Chart
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GAOZX vs. RIRBX commentary
May 11, 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 RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 110B vs. GAOZX (2.74B). GAOZX pays higher dividends than RIRBX: GAOZX (2.71) vs RIRBX (2.40). GAOZX was incepted earlier than RIRBX: GAOZX (8 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than GAOZX (0.68). GAOZX is a more actively managed with annual turnover of: 94.00 vs. RIRBX (56.00). RIRBX has a lower initial minimum investment than GAOZX: RIRBX (250) vs GAOZX (15000000). RIRBX annual gain was more profitable for investors over the last year : 9.40 vs. GAOZX (5.79). RIRBX return over 5 years is better than : 43.49 vs. GAOZX (30.37).
| GAOZX | RIRBX | GAOZX / RIRBX | |
| Total Expense Ratio | 0.65 | 1.36 | 48% |
| Annual Report Gross Expense Ratio | 0.68 | 1.36 | 50% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 1.700 | 5.687 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.74B | 110B | 2% |
| Annual Yield % from dividends | 2.71 | 2.40 | 113% |
| Returns for 1 year | 5.79 | 9.40 | 62% |
| Returns for 3 years | 19.78 | 20.21 | 98% |
| Returns for 5 years | 30.37 | 43.49 | 70% |
| Returns for 10 years | N/A | 33.26 | - |
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