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GAOZX vs RIRCX
GAOZX vs RIRCX Comparison
Open Charts GAOZX vs RIRCX
JPMorgan Global Allocation R6
Price$19.94
Change-$0.43 (-2.11%)
VolumeN/A
Net Assets2.75B
American Funds Capital Income Bldr R3
Price$71.12
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
GAOZX vs RIRCX Comparison Chart
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GAOZX vs. RIRCX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 110B vs. GAOZX (2.75B). RIRCX (2.84) and GAOZX (2.72) have matching dividends . GAOZX was incepted earlier than RIRCX: GAOZX (7 years) vs RIRCX (23 years). RIRCX (0.91) is less costly to investors than GAOZX (0.70). RIRCX has a lower initial minimum investment than GAOZX: RIRCX (250) vs GAOZX (15000000). RIRCX annual gain was more profitable for investors over the last year : 8.03 vs. GAOZX (2.74). RIRCX return over 5 years is better than : 52.51 vs. GAOZX (38.83).
| GAOZX | RIRCX | GAOZX / RIRCX | |
| Total Expense Ratio | 0.65 | 0.91 | 71% |
| Annual Report Gross Expense Ratio | 0.70 | 0.91 | 77% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | -1.079 | 3.650 | -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 | 2.75B | 110B | 3% |
| Annual Yield % from dividends | 2.72 | 2.84 | 96% |
| Returns for 1 year | 2.74 | 8.03 | 34% |
| Returns for 3 years | 4.79 | 10.88 | 44% |
| Returns for 5 years | 38.83 | 52.51 | 74% |
| Returns for 10 years | N/A | 34.57 | - |
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