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GAOZX vs RIRCX
GAOZX vs RIRCX Comparison
Open Charts GAOZX vs RIRCX
JPMorgan Global Allocation R6
Price$20.84
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets2.86B
American Funds Capital Income Bldr R3
Price$70.51
Change-$0.29 (-0.41%)
VolumeN/A
Net Assets108.17B
GAOZX vs RIRCX Comparison Chart
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GAOZX vs. RIRCX commentary
Jan 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 Hold and RIRCX is a Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 108B vs. GAOZX (2.86B). RIRCX pays higher dividends than GAOZX: RIRCX (2.97) vs GAOZX (0.53). GAOZX was incepted earlier than RIRCX: GAOZX (7 years) vs RIRCX (23 years). GAOZX is a more actively managed with annual turnover of: 136.00 vs. RIRCX (106.00). RIRCX has a lower initial minimum investment than GAOZX: RIRCX (250) vs GAOZX (15000000). GAOZX annual gain was more profitable for investors over the last year : 12.49 vs. RIRCX (10.38). RIRCX return over 5 years is better than : 22.97 vs. GAOZX (17.65).
| GAOZX | RIRCX | GAOZX / RIRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 2.761 | 2.188 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.86B | 108B | 3% |
| Annual Yield % from dividends | 0.53 | 2.97 | 18% |
| Returns for 1 year | 12.49 | 10.38 | 120% |
| Returns for 3 years | 6.66 | 9.16 | 73% |
| Returns for 5 years | 17.65 | 22.97 | 77% |
| Returns for 10 years | N/A | 32.44 | - |
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