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GBLAX vs RIRBX
GBLAX vs RIRBX Comparison
Open Charts GBLAX vs RIRBX
American Funds Global Balanced A
Price$39.87
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
American Funds Capital Income Bldr R2
Price$77.09
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
GBLAX vs RIRBX Comparison Chart in %
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GBLAX vs. RIRBX commentary
Jul 06, 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: 116B vs. GBLAX (28.1B). RIRBX pays higher dividends than GBLAX: RIRBX (2.28) vs GBLAX (2.05). 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 : 14.86 vs. GBLAX (7.75). RIRBX return over 5 years is better than : 45.96 vs. GBLAX (26.92).
| 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 | 10.123 | 12.649 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1B | 116B | 24% |
| Annual Yield % from dividends | 2.05 | 2.28 | 90% |
| Returns for 1 year | 7.75 | 14.86 | 52% |
| Returns for 3 years | 30.35 | 30.66 | 99% |
| Returns for 5 years | 26.92 | 45.96 | 59% |
| Returns for 10 years | 44.40 | 47.88 | 93% |
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