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GAOZX vs RIRFX
GAOZX vs RIRFX Comparison
Open Charts GAOZX vs RIRFX
JPMorgan Global Allocation R6
Price$20.98
Change-$0.18 (-0.85%)
VolumeN/A
Net Assets2.85B
American Funds Capital Income Bldr R5
Price$72.51
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
GAOZX vs RIRFX Comparison Chart
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GAOZX vs. RIRFX commentary
Feb 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 StrongBuy and RIRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. GAOZX (2.85B). RIRFX pays higher dividends than GAOZX: RIRFX (3.55) vs GAOZX (0.53). GAOZX was incepted earlier than RIRFX: GAOZX (7 years) vs RIRFX (23 years). GAOZX is a more actively managed with annual turnover of: 136.00 vs. RIRFX (106.00). 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 : 12.45 vs. GAOZX (9.33). RIRFX return over 5 years is better than : 36.57 vs. GAOZX (17.84).
| GAOZX | RIRFX | GAOZX / RIRFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 3.452 | 5.133 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 110B | 3% |
| Annual Yield % from dividends | 0.53 | 3.55 | 15% |
| Returns for 1 year | 9.33 | 12.45 | 75% |
| Returns for 3 years | 9.63 | 17.77 | 54% |
| Returns for 5 years | 17.84 | 36.57 | 49% |
| Returns for 10 years | N/A | 49.63 | - |