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GBLEX vs RIRCX
GBLEX vs RIRCX Comparison
Open Charts GBLEX vs RIRCX
American Funds Global Balanced F1
Price$41.39
Change+$0.13 (+0.32%)
VolumeN/A
Net Assets29.79B
American Funds Capital Income Bldr R3
Price$79.78
Change+$0.33 (+0.42%)
VolumeN/A
Net Assets120.39B
GBLEX vs RIRCX Comparison Chart in %
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GBLEX vs. RIRCX commentary
Oct 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 GBLEX is a Buy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 120B vs. GBLEX (29.8B). RIRCX pays higher dividends than GBLEX: RIRCX (2.61) vs GBLEX (1.97). GBLEX was incepted earlier than RIRCX: GBLEX (15 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 : 12.20 vs. GBLEX (6.95). RIRCX return over 5 years is better than : 53.82 vs. GBLEX (30.26).
| GBLEX | RIRCX | GBLEX / RIRCX | |
| Total Expense Ratio | 0.86 | 0.91 | 95% |
| Annual Report Gross Expense Ratio | 0.86 | 0.91 | 95% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 14.707 | 17.488 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 120B | 25% |
| Annual Yield % from dividends | 1.97 | 2.61 | 75% |
| Returns for 1 year | 6.95 | 12.20 | 57% |
| Returns for 3 years | 40.95 | 44.38 | 92% |
| Returns for 5 years | 30.26 | 53.82 | 56% |
| Returns for 10 years | 54.11 | 62.45 | 87% |
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