Interact to see
Advertisement
Advertisement
GBLFX vs RIRAX
GBLFX vs RIRAX Comparison
Open Charts GBLFX vs RIRAX
American Funds Global Balanced F2
Price$41.30
Change-$0.21 (-0.51%)
VolumeN/A
Net Assets29.98B
American Funds Capital Income Bldr R1
Price$79.26
Change-$0.28 (-0.35%)
VolumeN/A
Net Assets119.54B
GBLFX vs RIRAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GBLFX vs. RIRAX commentary
Nov 20, 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 GBLFX is a Hold and RIRAX is a Hold.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 120B vs. GBLFX (30B). RIRAX (2.20) and GBLFX (2.19) have matching dividends . GBLFX was incepted earlier than RIRAX: GBLFX (15 years) vs RIRAX (23 years). RIRAX (1.36) is less costly to investors than GBLFX (0.58). GBLFX is a more actively managed with annual turnover of: 114.00 vs. RIRAX (56.00). GBLFX (250) and RIRAX (250) have matching initial minimum investment requirements. RIRAX annual gain was more profitable for investors over the last year : 12.31 vs. GBLFX (10.30). RIRAX return over 5 years is better than : 42.14 vs. GBLFX (24.03).
| GBLFX | RIRAX | GBLFX / RIRAX | |
| Total Expense Ratio | 0.58 | 1.36 | 43% |
| Annual Report Gross Expense Ratio | 0.58 | 1.36 | 43% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 14.812 | 16.172 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30B | 120B | 25% |
| Annual Yield % from dividends | 2.19 | 2.20 | 99% |
| Returns for 1 year | 10.30 | 12.31 | 84% |
| Returns for 3 years | 35.86 | 34.26 | 105% |
| Returns for 5 years | 24.03 | 42.14 | 57% |
| Returns for 10 years | 54.34 | 55.84 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| KAUG | 25.67 | 0.09 | +0.34% |
| Innovator U.S. Small Cp Pwr Buf ETF -Aug | |||
| EMMF | 31.12 | -0.06 | -0.18% |
| WisdomTree Emerging Markets Mltfctr | |||
| EWT | 62.67 | -0.49 | -0.78% |
| iShares MSCI Taiwan ETF | |||
| FEPI | 45.34 | -0.41 | -0.89% |
| REX FANG & Innovation Equity Prm Inc ETF | |||
| JPSV | 55.95 | -1.05 | -1.84% |
| JPMorgan Active Small Cap Value ETF | |||