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GBLEX vs RIRCX
GBLEX vs RIRCX Comparison
Open Charts GBLEX vs RIRCX
American Funds Global Balanced F1
Price$37.98
Change-$0.24 (-0.63%)
VolumeN/A
Net Assets26.01B
American Funds Capital Income Bldr R3
Price$72.48
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
GBLEX vs RIRCX Comparison Chart
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GBLEX vs. RIRCX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 110B vs. GBLEX (26B). RIRCX pays higher dividends than GBLEX: RIRCX (2.97) vs GBLEX (1.56). GBLEX was incepted earlier than RIRCX: GBLEX (14 years) vs RIRCX (23 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 : 11.78 vs. GBLEX (5.29). RIRCX return over 5 years is better than : 26.43 vs. GBLEX (15.89).
| GBLEX | RIRCX | GBLEX / RIRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 3.488 | 5.043 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26B | 110B | 24% |
| Annual Yield % from dividends | 1.56 | 2.97 | 53% |
| Returns for 1 year | 5.29 | 11.78 | 45% |
| Returns for 3 years | 7.26 | 13.04 | 56% |
| Returns for 5 years | 15.89 | 26.43 | 60% |
| Returns for 10 years | 31.18 | 33.97 | 92% |
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