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GBLAX vs RIRBX
GBLAX vs RIRBX Comparison
Open Charts GBLAX vs RIRBX
American Funds Global Balanced A
Price$39.14
Change-$0.26 (-0.66%)
VolumeN/A
Net Assets27.3B
American Funds Capital Income Bldr R2
Price$75.29
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
GBLAX vs RIRBX Comparison Chart
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GBLAX vs. RIRBX commentary
Jun 15, 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: 114B vs. GBLAX (27.3B). RIRBX pays higher dividends than GBLAX: RIRBX (2.33) vs GBLAX (1.91). 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 : 13.05 vs. GBLAX (5.52). RIRBX return over 5 years is better than : 44.33 vs. GBLAX (25.88).
| 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 | 7.277 | 10.019 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3B | 114B | 24% |
| Annual Yield % from dividends | 1.91 | 2.33 | 82% |
| Returns for 1 year | 5.52 | 13.05 | 42% |
| Returns for 3 years | 27.77 | 29.77 | 93% |
| Returns for 5 years | 25.88 | 44.33 | 58% |
| Returns for 10 years | 37.86 | 41.34 | 92% |
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