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GBLAX vs RIRBX
GBLAX vs RIRBX Comparison
Open Charts GBLAX vs RIRBX
American Funds Global Balanced A
Price$37.15
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets25.39B
American Funds Capital Income Bldr R2
Price$70.01
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
GBLAX vs RIRBX Comparison Chart
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GBLAX vs. RIRBX commentary
Jan 19, 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 Hold and RIRBX is a Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 107B vs. GBLAX (25.4B). RIRBX pays higher dividends than GBLAX: RIRBX (2.55) vs GBLAX (1.62). GBLAX was incepted earlier than RIRBX: GBLAX (14 years) vs RIRBX (23 years). RIRBX is a more actively managed with annual turnover of: 106.00 vs. GBLAX (91.00). GBLAX (250) and RIRBX (250) have matching initial minimum investment requirements. RIRBX annual gain was more profitable for investors over the last year : 9.89 vs. GBLAX (5.75). RIRBX return over 5 years is better than : 19.51 vs. GBLAX (12.99).
| GBLAX | RIRBX | GBLAX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 1.337 | 1.405 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.4B | 107B | 24% |
| Annual Yield % from dividends | 1.62 | 2.55 | 63% |
| Returns for 1 year | 5.75 | 9.89 | 58% |
| Returns for 3 years | 1.78 | 5.65 | 32% |
| Returns for 5 years | 12.99 | 19.51 | 67% |
| Returns for 10 years | 31.73 | 30.09 | 105% |