Ad is loading...
GBLFX vs RIRBX
GBLFX vs RIRBX Comparison
Open Charts GBLFX vs RIRBX
American Funds Global Balanced F2
Price$37.16
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets25.39B
American Funds Capital Income Bldr R2
Price$70.01
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
GBLFX vs RIRBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GBLFX vs. RIRBX commentary
Jan 19, 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 Hold and RIRBX is a Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 107B vs. GBLFX (25.4B). 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 : 9.89 vs. GBLFX (6.00). RIRBX return over 5 years is better than : 19.51 vs. GBLFX (13.81).
| 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 | 1.364 | 1.405 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.4B | 107B | 24% |
| Annual Yield % from dividends | 1.84 | 2.55 | 72% |
| Returns for 1 year | 6.00 | 9.89 | 61% |
| Returns for 3 years | 2.29 | 5.65 | 40% |
| Returns for 5 years | 13.81 | 19.51 | 71% |
| Returns for 10 years | 32.88 | 30.09 | 109% |
View a ticker or compare two or three
VS
VS
Ad is loading...