Ad is loading...
GBLCX vs RIRAX
GBLCX vs RIRAX Comparison
Open Charts GBLCX vs RIRAX
American Funds Global Balanced C
Price$37.47
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets25.65B
American Funds Capital Income Bldr R1
Price$70.59
Change-$0.29 (-0.41%)
VolumeN/A
Net Assets108.17B
GBLCX vs RIRAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GBLCX vs. RIRAX commentary
Jan 23, 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 Hold and RIRAX is a Hold.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 108B vs. GBLCX (25.6B). RIRAX pays higher dividends than GBLCX: RIRAX (2.54) vs GBLCX (0.89). GBLCX was incepted earlier than RIRAX: GBLCX (14 years) vs RIRAX (23 years). RIRAX is a more actively managed with annual turnover of: 106.00 vs. GBLCX (91.00). GBLCX (250) and RIRAX (250) have matching initial minimum investment requirements. RIRAX annual gain was more profitable for investors over the last year : 9.88 vs. GBLCX (5.50). RIRAX return over 5 years is better than : 21.11 vs. GBLCX (12.04).
| GBLCX | RIRAX | GBLCX / RIRAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 2.349 | 2.156 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.6B | 108B | 24% |
| Annual Yield % from dividends | 0.89 | 2.54 | 35% |
| Returns for 1 year | 5.50 | 9.88 | 56% |
| Returns for 3 years | 2.75 | 8.08 | 34% |
| Returns for 5 years | 12.04 | 21.11 | 57% |
| Returns for 10 years | 28.18 | 30.08 | 94% |
View a ticker or compare two or three
VS
VS
Ad is loading...