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GAOZX vs RIRFX
GAOZX vs RIRFX Comparison
Open Charts GAOZX vs RIRFX
JPMorgan Global Allocation R6
Price$20.50
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets2.74B
American Funds Capital Income Bldr R5
Price$72.65
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.75B
GAOZX vs RIRFX Comparison Chart
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GAOZX vs. RIRFX commentary
May 11, 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. GAOZX (2.74B). RIRFX pays higher dividends than GAOZX: RIRFX (3.41) vs GAOZX (2.71). GAOZX was incepted earlier than RIRFX: GAOZX (8 years) vs RIRFX (23 years). GAOZX (0.68) is less costly to investors than RIRFX (0.31). GAOZX is a more actively managed with annual turnover of: 94.00 vs. RIRFX (56.00). 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 : 10.55 vs. GAOZX (5.79). RIRFX return over 5 years is better than : 56.68 vs. GAOZX (30.37).
| GAOZX | RIRFX | GAOZX / RIRFX | |
| Total Expense Ratio | 0.65 | 0.31 | 210% |
| Annual Report Gross Expense Ratio | 0.68 | 0.31 | 219% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 1.700 | 6.082 | 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 | 2.74B | 110B | 2% |
| Annual Yield % from dividends | 2.71 | 3.41 | 79% |
| Returns for 1 year | 5.79 | 10.55 | 55% |
| Returns for 3 years | 19.78 | 26.08 | 76% |
| Returns for 5 years | 30.37 | 56.68 | 54% |
| Returns for 10 years | N/A | 51.97 | - |
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