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GBLCX vs RIRAX
GBLCX vs RIRAX Comparison
Open Charts GBLCX vs RIRAX
American Funds Global Balanced C
Price$38.82
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets27.13B
American Funds Capital Income Bldr R1
Price$75.32
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets113.46B
GBLCX vs RIRAX Comparison Chart
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GBLCX vs. RIRAX commentary
Jun 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: 113B vs. GBLCX (27.1B). RIRAX pays higher dividends than GBLCX: RIRAX (2.32) vs GBLCX (1.18). 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 : 12.27 vs. GBLCX (4.19). RIRAX return over 5 years is better than : 38.92 vs. GBLCX (18.79).
| 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 | 6.423 | 9.450 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.1B | 113B | 24% |
| Annual Yield % from dividends | 1.18 | 2.32 | 51% |
| Returns for 1 year | 4.19 | 12.27 | 34% |
| Returns for 3 years | 16.32 | 19.90 | 82% |
| Returns for 5 years | 18.79 | 38.92 | 48% |
| Returns for 10 years | 33.82 | 41.29 | 82% |
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