Ad is loading...
GBLEX vs RIRCX
GBLEX vs RIRCX Comparison
Open Charts GBLEX vs RIRCX
American Funds Global Balanced F1
Price$36.98
Change+$0.17 (+0.46%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R3
Price$69.37
Change+$0.09 (+0.13%)
VolumeN/A
CapitalizationN/A
GBLEX vs RIRCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GBLEX vs. RIRCX commentary
Jan 07, 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: 106B vs. GBLEX (25.1B). 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 : 8.29 vs. GBLEX (4.35). RIRCX return over 5 years is better than : 21.46 vs. GBLEX (12.71).
| 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 | 0.300 | 0.406 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.1B | 106B | 24% |
| Annual Yield % from dividends | 1.56 | 2.97 | 53% |
| Returns for 1 year | 4.35 | 8.29 | 53% |
| Returns for 3 years | -0.90 | 5.07 | -18% |
| Returns for 5 years | 12.71 | 21.46 | 59% |
| Returns for 10 years | 32.71 | 34.64 | 94% |