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GAOZX vs RIRCX
GAOZX vs RIRCX Comparison
Open Charts GAOZX vs RIRCX
JPMorgan Global Allocation R6
Price$20.45
Change+$0.13 (+0.64%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R3
Price$68.77
Change+$0.49 (+0.72%)
VolumeN/A
CapitalizationN/A
GAOZX vs RIRCX Comparison Chart
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GAOZX vs. RIRCX commentary
Dec 24, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 105B vs. GAOZX (2.83B). 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 : 9.91 vs. RIRCX (7.93). RIRCX return over 5 years is better than : 21.16 vs. GAOZX (16.67).
| 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 | 9.106 | 6.923 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.83B | 105B | 3% |
| Annual Yield % from dividends | 0.53 | 2.97 | 18% |
| Returns for 1 year | 9.91 | 7.93 | 125% |
| Returns for 3 years | 1.68 | 7.29 | 23% |
| Returns for 5 years | 16.67 | 21.16 | 79% |
| Returns for 10 years | N/A | 30.18 | - |