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GBLFX vs RIRBX
GBLFX vs RIRBX Comparison
Open Charts GBLFX vs RIRBX
American Funds Global Balanced F2
Price$38.21
Change-$0.81 (-2.08%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R2
Price$71.10
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
GBLFX vs RIRBX Comparison Chart
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GBLFX vs. RIRBX commentary
Dec 19, 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 StrongBuy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 108B vs. GBLFX (25.6B). RIRBX pays higher dividends than GBLFX: RIRBX (2.55) vs GBLFX (1.84). GBLFX was incepted earlier than RIRBX: GBLFX (14 years) vs RIRBX (23 years). RIRBX is a more actively managed with annual turnover of: 106.00 vs. GBLFX (91.00). GBLFX (250) and RIRBX (250) have matching initial minimum investment requirements. RIRBX annual gain was more profitable for investors over the last year : 12.56 vs. GBLFX (10.62). RIRBX return over 5 years is better than : 22.94 vs. GBLFX (20.94).
| GBLFX | RIRBX | GBLFX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 9.106 | 11.171 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.6B | 108B | 24% |
| Annual Yield % from dividends | 1.84 | 2.55 | 72% |
| Returns for 1 year | 10.62 | 12.56 | 85% |
| Returns for 3 years | 2.96 | 11.37 | 26% |
| Returns for 5 years | 20.94 | 22.94 | 91% |
| Returns for 10 years | 34.78 | 33.77 | 103% |
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