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GBLEX vs RIRCX
GBLEX vs RIRCX Comparison
Open Charts GBLEX vs RIRCX
American Funds Global Balanced F1
Price$38.51
Change-$0.37 (-0.95%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R3
Price$71.78
Change-$0.72 (-0.99%)
VolumeN/A
CapitalizationN/A
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GBLEX vs RIRCX Comparison Chart
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GBLEX vs. RIRCX commentary
Sep 08, 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 StrongBuy and RIRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 108B 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 : 18.35 vs. GBLEX (16.45). RIRCX return over 5 years is better than : 29.20 vs. GBLEX (25.03).
| 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 | 7.932 | 10.702 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.3B | 108B | 24% |
| Annual Yield % from dividends | 1.56 | 2.97 | 53% |
| Returns for 1 year | 16.45 | 18.35 | 90% |
| Returns for 3 years | -0.75 | 11.43 | -7% |
| Returns for 5 years | 25.03 | 29.20 | 86% |
| Returns for 10 years | 30.49 | 35.41 | 86% |
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