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GBLEX vs RIRCX
GBLEX vs RIRCX Comparison
Open Charts GBLEX vs RIRCX
American Funds Global Balanced F1
Price$40.01
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets28.17B
American Funds Capital Income Bldr R3
Price$77.22
Change+$0.29 (+0.38%)
VolumeN/A
Net Assets116.28B
GBLEX vs RIRCX Comparison Chart in %
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GBLEX vs. RIRCX commentary
Jul 11, 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: 116B vs. GBLEX (28.2B). RIRCX pays higher dividends than GBLEX: RIRCX (2.69) vs GBLEX (2.00). 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 : 14.52 vs. GBLEX (6.66). RIRCX return over 5 years is better than : 49.14 vs. GBLEX (26.18).
| 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 | 10.357 | 13.149 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.2B | 116B | 24% |
| Annual Yield % from dividends | 2.00 | 2.69 | 74% |
| Returns for 1 year | 6.66 | 14.52 | 46% |
| Returns for 3 years | 32.41 | 34.09 | 95% |
| Returns for 5 years | 26.18 | 49.14 | 53% |
| Returns for 10 years | 43.31 | 49.06 | 88% |
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