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GBLFX vs RIRAX
GBLFX vs RIRAX Comparison
Open Charts GBLFX vs RIRAX
American Funds Global Balanced F2
Price$39.39
Change+$0.33 (+0.84%)
VolumeN/A
Net Assets27.47B
American Funds Capital Income Bldr R1
Price$75.99
Change+$0.54 (+0.72%)
VolumeN/A
Net Assets113.9B
GBLFX vs RIRAX Comparison Chart in %
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GBLFX vs. RIRAX commentary
Jun 27, 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 StrongBuy and RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 114B vs. GBLFX (27.5B). RIRAX pays higher dividends than GBLFX: RIRAX (2.32) vs GBLFX (2.13). 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 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 : 13.96 vs. GBLFX (7.43). RIRAX return over 5 years is better than : 47.21 vs. GBLFX (29.39).
| 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 | 8.915 | 10.945 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.5B | 114B | 24% |
| Annual Yield % from dividends | 2.13 | 2.32 | 92% |
| Returns for 1 year | 7.43 | 13.96 | 53% |
| Returns for 3 years | 28.82 | 28.16 | 102% |
| Returns for 5 years | 29.39 | 47.21 | 62% |
| Returns for 10 years | 43.40 | 45.28 | 96% |
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