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GBLCX vs RIRAX
GBLCX vs RIRAX Comparison
Open Charts GBLCX vs RIRAX
American Funds Global Balanced C
Price$36.69
Change-$1.24 (-3.27%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R1
Price$68.88
Change+$0.49 (+0.72%)
VolumeN/A
CapitalizationN/A
GBLCX vs RIRAX Comparison Chart
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GBLCX vs. RIRAX commentary
Dec 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 Hold and RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 105B vs. GBLCX (24.1B). 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 : 7.46 vs. GBLCX (2.99). RIRAX return over 5 years is better than : 19.33 vs. GBLCX (10.89).
| 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 | 2.306 | 6.474 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 105B | 23% |
| Annual Yield % from dividends | 0.89 | 2.54 | 35% |
| Returns for 1 year | 2.99 | 7.46 | 40% |
| Returns for 3 years | -0.77 | 6.24 | -12% |
| Returns for 5 years | 10.89 | 19.33 | 56% |
| Returns for 10 years | 23.24 | 27.88 | 83% |
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