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GBLCX vs RIRAX
GBLCX vs RIRAX Comparison
Open Charts GBLCX vs RIRAX
American Funds Global Balanced C
Price$38.32
Change+$0.06 (+0.16%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R1
Price$72.75
Change+$0.28 (+0.39%)
VolumeN/A
CapitalizationN/A
GBLCX vs RIRAX Comparison Chart
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GBLCX vs. RIRAX commentary
Nov 23, 2024
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: 108B vs. GBLCX (25.2B). RIRAX pays higher dividends than GBLCX: RIRAX (2.54) vs GBLCX (0.89). GBLCX was incepted earlier than RIRAX: GBLCX (14 years) vs RIRAX (22 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 : 16.85 vs. GBLCX (12.14). RIRAX return over 5 years is better than : 25.36 vs. GBLCX (18.60).
| GBLCX | RIRAX | GBLCX / RIRAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 6.574 | 10.735 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.2B | 108B | 23% |
| Annual Yield % from dividends | 0.89 | 2.54 | 35% |
| Returns for 1 year | 12.14 | 16.85 | 72% |
| Returns for 3 years | -1.35 | 11.70 | -12% |
| Returns for 5 years | 18.60 | 25.36 | 73% |
| Returns for 10 years | 25.90 | 31.81 | 81% |