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GBLFX vs RIRHX
GBLFX vs RIRHX Comparison
Open Charts GBLFX vs RIRHX
American Funds Global Balanced F2
Price$39.52
Change+$0.13 (+0.33%)
VolumeN/A
Net Assets27.72B
American Funds Capital Income Bldr R5E
Price$75.90
Change+$0.23 (+0.30%)
VolumeN/A
Net Assets115.03B
GBLFX vs RIRHX Comparison Chart in %
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GBLFX vs. RIRHX commentary
Jun 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 StrongBuy and RIRHX is a Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 115B vs. GBLFX (27.7B). RIRHX pays higher dividends than GBLFX: RIRHX (3.21) vs GBLFX (2.13). GBLFX was incepted earlier than RIRHX: GBLFX (14 years) vs RIRHX (10 years). GBLFX (0.58) is less costly to investors than RIRHX (0.42). GBLFX is a more actively managed with annual turnover of: 114.00 vs. RIRHX (56.00). GBLFX (250) and RIRHX (250) have matching initial minimum investment requirements. RIRHX annual gain was more profitable for investors over the last year : 15.39 vs. GBLFX (7.72). RIRHX return over 5 years is better than : 53.04 vs. GBLFX (29.82).
| GBLFX | RIRHX | GBLFX / RIRHX | |
| Total Expense Ratio | 0.58 | 0.42 | 138% |
| Annual Report Gross Expense Ratio | 0.58 | 0.42 | 138% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 9.275 | 11.778 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.7B | 115B | 24% |
| Annual Yield % from dividends | 2.13 | 3.21 | 66% |
| Returns for 1 year | 7.72 | 15.39 | 50% |
| Returns for 3 years | 30.09 | 32.23 | 93% |
| Returns for 5 years | 29.82 | 53.04 | 56% |
| Returns for 10 years | 44.06 | N/A | - |
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