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GBLAX vs RIRGX
GBLAX vs RIRGX Comparison
Open Charts GBLAX vs RIRGX
American Funds Global Balanced A
Price$38.28
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets26.59B
American Funds Capital Income Bldr R6
Price$73.77
Change-$0.06 (-0.08%)
VolumeN/A
Net Assets111.46B
GBLAX vs RIRGX Comparison Chart
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GBLAX vs. RIRGX 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 RIRGX is a Buy.
FUNDAMENTALS
Fundamentals
RIRGX has more cash in the bank: 111B vs. GBLAX (26.6B). RIRGX pays higher dividends than GBLAX: RIRGX (3.45) vs GBLAX (1.97). GBLAX was incepted earlier than RIRGX: GBLAX (14 years) vs RIRGX (16 years). GBLAX (0.81) is less costly to investors than RIRGX (0.27). GBLAX is a more actively managed with annual turnover of: 114.00 vs. RIRGX (56.00). GBLAX (250) and RIRGX (250) have matching initial minimum investment requirements. RIRGX annual gain was more profitable for investors over the last year : 11.12 vs. GBLAX (3.09). RIRGX return over 5 years is better than : 52.23 vs. GBLAX (28.08).
| GBLAX | RIRGX | GBLAX / RIRGX | |
| Total Expense Ratio | 0.81 | 0.27 | 300% |
| Annual Report Gross Expense Ratio | 0.81 | 0.27 | 300% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 4.920 | 7.791 | 63% |
| 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 | 3.45 | 57% |
| Returns for 1 year | 3.09 | 11.12 | 28% |
| Returns for 3 years | 17.83 | 22.92 | 78% |
| Returns for 5 years | 28.08 | 52.23 | 54% |
| Returns for 10 years | 32.53 | 40.90 | 80% |
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