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GBLEX vs RIRCX
GBLEX vs RIRCX Comparison
Open Charts GBLEX vs RIRCX
American Funds Global Balanced F1
Price$38.31
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets26.59B
American Funds Capital Income Bldr R3
Price$73.78
Change-$0.06 (-0.08%)
VolumeN/A
Net Assets111.46B
GBLEX vs RIRCX Comparison Chart
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GBLEX vs. RIRCX commentary
May 24, 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 GBLEX is a StrongBuy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 111B vs. GBLEX (26.6B). RIRCX pays higher dividends than GBLEX: RIRCX (2.83) vs GBLEX (1.92). GBLEX was incepted earlier than RIRCX: GBLEX (14 years) vs RIRCX (23 years). RIRCX (0.91) is less costly to investors than GBLEX (0.86). GBLEX is a more actively managed with annual turnover of: 114.00 vs. RIRCX (56.00). GBLEX (250) and RIRCX (250) have matching initial minimum investment requirements. RIRCX annual gain was more profitable for investors over the last year : 10.41 vs. GBLEX (3.04). RIRCX return over 5 years is better than : 48.64 vs. GBLEX (27.95).
| GBLEX | RIRCX | GBLEX / RIRCX | |
| Total Expense Ratio | 0.86 | 0.91 | 95% |
| Annual Report Gross Expense Ratio | 0.86 | 0.91 | 95% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 4.874 | 7.527 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.6B | 111B | 24% |
| Annual Yield % from dividends | 1.92 | 2.83 | 68% |
| Returns for 1 year | 3.04 | 10.41 | 29% |
| Returns for 3 years | 17.75 | 21.03 | 84% |
| Returns for 5 years | 27.95 | 48.64 | 57% |
| Returns for 10 years | 32.34 | 37.02 | 87% |
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