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GBLFX vs RIRAX
GBLFX vs RIRAX Comparison
Open Charts GBLFX vs RIRAX
American Funds Global Balanced F2
Price$38.21
Change-$0.81 (-2.08%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R1
Price$71.16
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
GBLFX vs RIRAX Comparison Chart
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GBLFX vs. RIRAX commentary
Dec 19, 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 GBLFX is a StrongBuy and RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 108B vs. GBLFX (25.6B). RIRAX pays higher dividends than GBLFX: RIRAX (2.54) vs GBLFX (1.84). GBLFX was incepted earlier than RIRAX: GBLFX (14 years) vs RIRAX (23 years). RIRAX is a more actively managed with annual turnover of: 106.00 vs. GBLFX (91.00). GBLFX (250) and RIRAX (250) have matching initial minimum investment requirements. RIRAX annual gain was more profitable for investors over the last year : 12.57 vs. GBLFX (10.62). RIRAX return over 5 years is better than : 22.97 vs. GBLFX (20.94).
| GBLFX | RIRAX | GBLFX / RIRAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 9.106 | 11.163 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.6B | 108B | 24% |
| Annual Yield % from dividends | 1.84 | 2.54 | 72% |
| Returns for 1 year | 10.62 | 12.57 | 84% |
| Returns for 3 years | 2.96 | 11.38 | 26% |
| Returns for 5 years | 20.94 | 22.97 | 91% |
| Returns for 10 years | 34.78 | 33.82 | 103% |
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