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GAOZX vs RIREX
GAOZX vs RIREX Comparison
Open Charts GAOZX vs RIREX
JPMorgan Global Allocation R6
Price$20.15
Change+$0.25 (+1.26%)
VolumeN/A
Net Assets2.67B
American Funds Capital Income Bldr R4
Price$71.43
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets107.13B
GAOZX vs RIREX Comparison Chart
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GAOZX vs. RIREX commentary
Apr 25, 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 107B vs. GAOZX (2.67B). RIREX pays higher dividends than GAOZX: RIREX (3.13) vs GAOZX (2.72). GAOZX was incepted earlier than RIREX: GAOZX (7 years) vs RIREX (23 years). GAOZX (0.70) is less costly to investors than RIREX (0.62). RIREX has a lower initial minimum investment than GAOZX: RIREX (250) vs GAOZX (15000000). RIREX annual gain was more profitable for investors over the last year : 10.67 vs. GAOZX (5.01). RIREX return over 5 years is better than : 46.74 vs. GAOZX (29.45).
| GAOZX | RIREX | GAOZX / RIREX | |
| Total Expense Ratio | 0.65 | 0.62 | 105% |
| Annual Report Gross Expense Ratio | 0.70 | 0.62 | 113% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | -1.277 | 4.267 | -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 | 2.67B | 107B | 2% |
| Annual Yield % from dividends | 2.72 | 3.13 | 87% |
| Returns for 1 year | 5.01 | 10.67 | 47% |
| Returns for 3 years | 10.52 | 15.44 | 68% |
| Returns for 5 years | 29.45 | 46.74 | 63% |
| Returns for 10 years | N/A | 34.20 | - |
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