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GBLEX vs RIRCX
GBLEX vs RIRCX Comparison
Open Charts GBLEX vs RIRCX
American Funds Global Balanced F1
Price$39.10
Change-$0.20 (-0.51%)
VolumeN/A
Net Assets27.4B
American Funds Capital Income Bldr R3
Price$75.38
Change+$0.15 (+0.20%)
VolumeN/A
Net Assets113.85B
GBLEX vs RIRCX Comparison Chart in %
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GBLEX vs. RIRCX commentary
Jun 18, 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: 114B vs. GBLEX (27.4B). RIRCX pays higher dividends than GBLEX: RIRCX (2.74) vs GBLEX (1.86). 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 : 13.94 vs. GBLEX (5.92). RIRCX return over 5 years is better than : 45.71 vs. GBLEX (24.54).
| 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 | 7.584 | 10.453 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.4B | 114B | 24% |
| Annual Yield % from dividends | 1.86 | 2.74 | 68% |
| Returns for 1 year | 5.92 | 13.94 | 43% |
| Returns for 3 years | 29.11 | 33.08 | 88% |
| Returns for 5 years | 24.54 | 45.71 | 54% |
| Returns for 10 years | 37.43 | 44.27 | 85% |
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