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GBLFX vs RIRAX
GBLFX vs RIRAX Comparison
Open Charts GBLFX vs RIRAX
American Funds Global Balanced F2
Price$40.63
Change+$0.09 (+0.22%)
VolumeN/A
Net Assets28.81B
American Funds Capital Income Bldr R1
Price$78.51
Change+$0.10 (+0.13%)
VolumeN/A
Net Assets117.97B
GBLFX vs RIRAX Comparison Chart in %
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GBLFX vs. RIRAX commentary
Aug 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 118B vs. GBLFX (28.8B). RIRAX (2.28) and GBLFX (2.26) 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 : 10.31 vs. GBLFX (6.23). RIRAX return over 5 years is better than : 43.96 vs. GBLFX (24.45).
| 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 | 12.344 | 14.624 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.8B | 118B | 24% |
| Annual Yield % from dividends | 2.26 | 2.28 | 99% |
| Returns for 1 year | 6.23 | 10.31 | 60% |
| Returns for 3 years | 32.59 | 32.41 | 101% |
| Returns for 5 years | 24.45 | 43.96 | 56% |
| Returns for 10 years | 52.42 | 56.10 | 93% |
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