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GFBLX vs RIRAX
GFBLX vs RIRAX Comparison
Open Charts GFBLX vs RIRAX
American Funds Global Balanced F3
Price$39.72
Change-$0.06 (-0.15%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R1
Price$73.29
Change-$0.09 (-0.12%)
VolumeN/A
CapitalizationN/A
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GFBLX vs RIRAX Comparison Chart
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GFBLX vs. RIRAX commentary
Sep 21, 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 GFBLX is a StrongBuy and RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 110B vs. GFBLX (27.2B). RIRAX pays higher dividends than GFBLX: RIRAX (2.54) vs GFBLX (1.94). GFBLX was incepted earlier than RIRAX: GFBLX (8 years) vs RIRAX (22 years). RIRAX is a more actively managed with annual turnover of: 106.00 vs. GFBLX (91.00). RIRAX has a lower initial minimum investment than GFBLX: RIRAX (250) vs GFBLX (1000000). GFBLX (21.26) and RIRAX (20.33) have marching annual gain over last year. RIRAX (29.50) and GFBLX (28.69) have equivalent 5 years return.
| GFBLX | RIRAX | GFBLX / RIRAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 10.627 | 11.988 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.2B | 110B | 25% |
| Annual Yield % from dividends | 1.94 | 2.54 | 76% |
| Returns for 1 year | 21.26 | 20.33 | 105% |
| Returns for 3 years | 4.70 | 15.55 | 30% |
| Returns for 5 years | 28.69 | 29.50 | 97% |
| Returns for 10 years | N/A | 36.39 | - |
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