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GBLFX vs RIRAX
GBLFX vs RIRAX Comparison
Open Charts GBLFX vs RIRAX
American Funds Global Balanced F2
Price$35.69
Change-$0.42 (-1.16%)
VolumeN/A
Net Assets24.97B
American Funds Capital Income Bldr R1
Price$68.90
Change+$2.55 (+3.84%)
VolumeN/A
Net Assets104.37B
GBLFX vs RIRAX Comparison Chart
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GBLFX vs. RIRAX commentary
Apr 11, 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 Buy and RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 104B vs. GBLFX (25B). RIRAX pays higher dividends than GBLFX: RIRAX (2.40) vs GBLFX (2.21). GBLFX was incepted earlier than RIRAX: GBLFX (14 years) vs RIRAX (23 years). RIRAX (1.36) is less costly to investors than GBLFX (0.58). GBLFX (250) and RIRAX (250) have matching initial minimum investment requirements. RIRAX annual gain was more profitable for investors over the last year : 0.24 vs. GBLFX (-5.11). RIRAX return over 5 years is better than : 31.80 vs. GBLFX (21.55).
| GBLFX | RIRAX | GBLFX / RIRAX | |
| Total Expense Ratio | 0.58 | 1.36 | 43% |
| Annual Report Gross Expense Ratio | 0.58 | 1.36 | 43% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -4.509 | -3.546 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25B | 104B | 24% |
| Annual Yield % from dividends | 2.21 | 2.40 | 92% |
| Returns for 1 year | -5.11 | 0.24 | -2,123% |
| Returns for 3 years | 1.33 | 2.49 | 54% |
| Returns for 5 years | 21.55 | 31.80 | 68% |
| Returns for 10 years | 22.82 | 22.16 | 103% |