Ad is loading...
GAOZX vs RIRFX
GAOZX vs RIRFX Comparison
Open Charts GAOZX vs RIRFX
JPMorgan Global Allocation R6
Price$20.45
Change+$0.13 (+0.64%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5
Price$68.73
Change+$0.49 (+0.72%)
VolumeN/A
CapitalizationN/A
GAOZX vs RIRFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GAOZX vs. RIRFX 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 105B vs. GAOZX (2.83B). 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). GAOZX annual gain was more profitable for investors over the last year : 9.91 vs. RIRFX (8.59). RIRFX return over 5 years is better than : 30.89 vs. GAOZX (16.67).
| 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 | 9.106 | 7.556 | 121% |
| 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 | 3.55 | 15% |
| Returns for 1 year | 9.91 | 8.59 | 115% |
| Returns for 3 years | 1.68 | 11.79 | 14% |
| Returns for 5 years | 16.67 | 30.89 | 54% |
| Returns for 10 years | N/A | 45.39 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...