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RGBFX vs RIRAX
RGBFX vs RIRAX Comparison
Open Charts RGBFX vs RIRAX
American Funds Global Balanced R5
Price$38.01
Change-$0.24 (-0.63%)
VolumeN/A
Net Assets26.01B
American Funds Capital Income Bldr R1
Price$72.54
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
RGBFX vs RIRAX Comparison Chart
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RGBFX vs. RIRAX commentary
Feb 23, 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 RGBFX is a StrongBuy and RIRAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 110B vs. RGBFX (26B). RIRAX pays higher dividends than RGBFX: RIRAX (2.54) vs RGBFX (1.89). RGBFX was incepted earlier than RIRAX: RGBFX (14 years) vs RIRAX (23 years). RIRAX is a more actively managed with annual turnover of: 106.00 vs. RGBFX (91.00). RGBFX (250) and RIRAX (250) have matching initial minimum investment requirements. RIRAX annual gain was more profitable for investors over the last year : 11.29 vs. RGBFX (5.65). RIRAX return over 5 years is better than : 24.51 vs. RGBFX (17.08).
| RGBFX | RIRAX | RGBFX / RIRAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 3.541 | 4.978 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26B | 110B | 24% |
| Annual Yield % from dividends | 1.89 | 2.54 | 74% |
| Returns for 1 year | 5.65 | 11.29 | 50% |
| Returns for 3 years | 7.99 | 11.94 | 67% |
| Returns for 5 years | 17.08 | 24.51 | 70% |
| Returns for 10 years | 32.76 | 31.61 | 104% |
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