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GBLCX vs RIRAX
GBLCX vs RIRAX Comparison
Open Charts GBLCX vs RIRAX
American Funds Global Balanced C
Price$39.81
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
American Funds Capital Income Bldr R1
Price$77.16
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
GBLCX vs RIRAX Comparison Chart in %
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GBLCX vs. RIRAX 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 GBLCX is a StrongBuy and RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 116B vs. GBLCX (28.1B). RIRAX pays higher dividends than GBLCX: RIRAX (2.27) vs GBLCX (1.34). GBLCX was incepted earlier than RIRAX: GBLCX (14 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 : 14.87 vs. GBLCX (6.94). RIRAX return over 5 years is better than : 45.98 vs. GBLCX (23.52).
| GBLCX | RIRAX | GBLCX / RIRAX | |
| Total Expense Ratio | 1.55 | 1.36 | 114% |
| Annual Report Gross Expense Ratio | 1.55 | 1.36 | 114% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 9.691 | 12.653 | 77% |
| Front Load | N/A | 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 | 1.34 | 2.27 | 59% |
| Returns for 1 year | 6.94 | 14.87 | 47% |
| Returns for 3 years | 27.82 | 30.67 | 91% |
| Returns for 5 years | 23.52 | 45.98 | 51% |
| Returns for 10 years | 39.76 | 47.97 | 83% |