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GBLCX vs RIRGX
GBLCX vs RIRGX Comparison
Open Charts GBLCX vs RIRGX
American Funds Global Balanced C
Price$37.47
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets25.65B
American Funds Capital Income Bldr R6
Price$70.46
Change-$0.29 (-0.41%)
VolumeN/A
Net Assets108.17B
GBLCX vs RIRGX Comparison Chart
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GBLCX vs. RIRGX 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 RIRGX is a Hold.
FUNDAMENTALS
Fundamentals
RIRGX has more cash in the bank: 108B vs. GBLCX (25.6B). RIRGX pays higher dividends than GBLCX: RIRGX (3.59) vs GBLCX (0.89). GBLCX was incepted earlier than RIRGX: GBLCX (14 years) vs RIRGX (16 years). RIRGX is a more actively managed with annual turnover of: 106.00 vs. GBLCX (91.00). GBLCX (250) and RIRGX (250) have matching initial minimum investment requirements. RIRGX annual gain was more profitable for investors over the last year : 11.09 vs. GBLCX (5.50). RIRGX return over 5 years is better than : 25.73 vs. GBLCX (12.04).
| GBLCX | RIRGX | GBLCX / RIRGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 2.349 | 2.220 | 106% |
| 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 | 3.59 | 25% |
| Returns for 1 year | 5.50 | 11.09 | 50% |
| Returns for 3 years | 2.75 | 10.72 | 26% |
| Returns for 5 years | 12.04 | 25.73 | 47% |
| Returns for 10 years | 28.18 | 35.97 | 78% |
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