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GBLFX vs RIRAX
GBLFX vs RIRAX Comparison
Open Charts GBLFX vs RIRAX
American Funds Global Balanced F2
Price$38.18
Change-$0.22 (-0.57%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R1
Price$71.92
Change-$0.33 (-0.46%)
VolumeN/A
CapitalizationN/A
GBLFX vs RIRAX Comparison Chart
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GBLFX vs. RIRAX commentary
Nov 18, 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 StrongSell and RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 107B vs. GBLFX (26.3B). RIRAX pays higher dividends than GBLFX: RIRAX (2.54) vs GBLFX (1.84). GBLFX was incepted earlier than RIRAX: GBLFX (14 years) vs RIRAX (22 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 : 17.00 vs. GBLFX (13.54). RIRAX return over 5 years is better than : 24.15 vs. GBLFX (21.19).
| GBLFX | RIRAX | GBLFX / RIRAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 6.757 | 9.894 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.3B | 107B | 25% |
| Annual Yield % from dividends | 1.84 | 2.54 | 72% |
| Returns for 1 year | 13.54 | 17.00 | 80% |
| Returns for 3 years | -1.15 | 9.89 | -12% |
| Returns for 5 years | 21.19 | 24.15 | 88% |
| Returns for 10 years | 30.55 | 31.30 | 98% |
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