Ad is loading...
Ad is loading...
GBLEX vs RIRCX
GBLEX vs RIRCX Comparison
Open Charts GBLEX vs RIRCX
American Funds Global Balanced F1
Price$38.20
Change-$0.22 (-0.57%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R3
Price$71.87
Change-$0.32 (-0.44%)
VolumeN/A
CapitalizationN/A
GBLEX vs RIRCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GBLEX vs. RIRCX commentary
Nov 18, 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 GBLEX is a StrongSell and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 107B vs. GBLEX (26.3B). RIRCX pays higher dividends than GBLEX: RIRCX (2.97) vs GBLEX (1.56). GBLEX was incepted earlier than RIRCX: GBLEX (14 years) vs RIRCX (22 years). RIRCX is a more actively managed with annual turnover of: 106.00 vs. GBLEX (91.00). GBLEX (250) and RIRCX (250) have matching initial minimum investment requirements. RIRCX annual gain was more profitable for investors over the last year : 17.54 vs. GBLEX (13.25). RIRCX return over 5 years is better than : 25.96 vs. GBLEX (20.24).
| GBLEX | RIRCX | GBLEX / RIRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 6.530 | 10.329 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.3B | 107B | 25% |
| Annual Yield % from dividends | 1.56 | 2.97 | 53% |
| Returns for 1 year | 13.25 | 17.54 | 76% |
| Returns for 3 years | -1.69 | 10.99 | -15% |
| Returns for 5 years | 20.24 | 25.96 | 78% |
| Returns for 10 years | 29.28 | 33.67 | 87% |