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GBLCX vs RIRAX
GBLCX vs RIRAX Comparison
Open Charts GBLCX vs RIRAX
American Funds Global Balanced C
Price$40.55
Change+$0.14 (+0.35%)
VolumeN/A
Net Assets28.93B
American Funds Capital Income Bldr R1
Price$78.60
Change+$0.40 (+0.51%)
VolumeN/A
Net Assets117.62B
GBLCX vs RIRAX Comparison Chart in %
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GBLCX vs. RIRAX commentary
Sep 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 GBLCX is a Buy and RIRAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 118B vs. GBLCX (28.9B). RIRAX pays higher dividends than GBLCX: RIRAX (2.22) vs GBLCX (1.32). GBLCX was incepted earlier than RIRAX: GBLCX (15 years) vs RIRAX (23 years). GBLCX (1.55) is less costly to investors than RIRAX (1.36). GBLCX is a more actively managed with annual turnover of: 114.00 vs. RIRAX (56.00). GBLCX (250) and RIRAX (250) have matching initial minimum investment requirements. RIRAX annual gain was more profitable for investors over the last year : 11.05 vs. GBLCX (5.80). RIRAX return over 5 years is better than : 45.26 vs. GBLCX (20.98).
| GBLCX | RIRAX | GBLCX / RIRAX | |
| Total Expense Ratio | 1.55 | 1.36 | 114% |
| Annual Report Gross Expense Ratio | 1.55 | 1.36 | 114% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 11.345 | 14.755 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.9B | 118B | 24% |
| Annual Yield % from dividends | 1.32 | 2.22 | 59% |
| Returns for 1 year | 5.80 | 11.05 | 53% |
| Returns for 3 years | 32.09 | 35.63 | 90% |
| Returns for 5 years | 20.98 | 45.26 | 46% |
| Returns for 10 years | 46.63 | 56.66 | 82% |
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