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GAOZX vs RIRFX
GAOZX vs RIRFX Comparison
Open Charts GAOZX vs RIRFX
JPMorgan Global Allocation R6
Price$19.94
Change-$0.43 (-2.11%)
VolumeN/A
Net Assets2.75B
American Funds Capital Income Bldr R5
Price$71.09
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
GAOZX vs RIRFX Comparison Chart
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GAOZX vs. RIRFX 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. GAOZX (2.75B). RIRFX pays higher dividends than GAOZX: RIRFX (3.42) vs GAOZX (2.72). GAOZX was incepted earlier than RIRFX: GAOZX (7 years) vs RIRFX (23 years). GAOZX (0.70) is less costly to investors than RIRFX (0.31). RIRFX has a lower initial minimum investment than GAOZX: RIRFX (250) vs GAOZX (15000000). RIRFX annual gain was more profitable for investors over the last year : 8.67 vs. GAOZX (2.74). RIRFX return over 5 years is better than : 63.74 vs. GAOZX (38.83).
| GAOZX | RIRFX | GAOZX / RIRFX | |
| Total Expense Ratio | 0.65 | 0.31 | 210% |
| Annual Report Gross Expense Ratio | 0.70 | 0.31 | 226% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | -1.079 | 3.804 | -28% |
| 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 | 3.42 | 79% |
| Returns for 1 year | 2.74 | 8.67 | 32% |
| Returns for 3 years | 4.79 | 15.04 | 32% |
| Returns for 5 years | 38.83 | 63.74 | 61% |
| Returns for 10 years | N/A | 50.53 | - |
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