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GBLAX vs RIRBX
GBLAX vs RIRBX Comparison
Open Charts GBLAX vs RIRBX
American Funds Global Balanced A
Price$38.28
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets26.59B
American Funds Capital Income Bldr R2
Price$73.78
Change-$0.06 (-0.08%)
VolumeN/A
Net Assets111.46B
GBLAX vs RIRBX Comparison Chart
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GBLAX vs. RIRBX commentary
May 24, 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 GBLAX is a StrongBuy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 111B vs. GBLAX (26.6B). RIRBX pays higher dividends than GBLAX: RIRBX (2.40) vs GBLAX (1.97). GBLAX was incepted earlier than RIRBX: GBLAX (14 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than GBLAX (0.81). GBLAX is a more actively managed with annual turnover of: 114.00 vs. RIRBX (56.00). GBLAX (250) and RIRBX (250) have matching initial minimum investment requirements. RIRBX annual gain was more profitable for investors over the last year : 9.92 vs. GBLAX (3.09). RIRBX return over 5 years is better than : 46.22 vs. GBLAX (28.08).
| GBLAX | RIRBX | GBLAX / RIRBX | |
| Total Expense Ratio | 0.81 | 1.36 | 60% |
| Annual Report Gross Expense Ratio | 0.81 | 1.36 | 60% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 4.920 | 7.345 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.6B | 111B | 24% |
| Annual Yield % from dividends | 1.97 | 2.40 | 82% |
| Returns for 1 year | 3.09 | 9.92 | 31% |
| Returns for 3 years | 17.83 | 19.74 | 90% |
| Returns for 5 years | 28.08 | 46.22 | 61% |
| Returns for 10 years | 32.53 | 34.40 | 95% |
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