Interact to see
Advertisement
Advertisement
RGBFX vs RIRAX
RGBFX vs RIRAX Comparison
Open Charts RGBFX vs RIRAX
American Funds Global Balanced R5
Price$41.31
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets29.82B
American Funds Capital Income Bldr R1
Price$79.07
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets119.1B
RGBFX vs RIRAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RGBFX vs. RIRAX commentary
Nov 20, 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 Hold and RIRAX is a Hold.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 119B vs. RGBFX (29.8B). RGBFX (2.23) and RIRAX (2.20) have matching dividends . RGBFX was incepted earlier than RIRAX: RGBFX (15 years) vs RIRAX (23 years). RIRAX (1.36) is less costly to investors than RGBFX (0.52). RGBFX is a more actively managed with annual turnover of: 114.00 vs. RIRAX (56.00). RGBFX (250) and RIRAX (250) have matching initial minimum investment requirements. RIRAX annual gain was more profitable for investors over the last year : 12.19 vs. RGBFX (10.23). RIRAX return over 5 years is better than : 42.01 vs. RGBFX (24.20).
| RGBFX | RIRAX | RGBFX / RIRAX | |
| Total Expense Ratio | 0.52 | 1.36 | 38% |
| Annual Report Gross Expense Ratio | 0.52 | 1.36 | 38% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 14.721 | 15.894 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 119B | 25% |
| Annual Yield % from dividends | 2.23 | 2.20 | 101% |
| Returns for 1 year | 10.23 | 12.19 | 84% |
| Returns for 3 years | 35.91 | 33.94 | 106% |
| Returns for 5 years | 24.20 | 42.01 | 58% |
| Returns for 10 years | 54.57 | 55.47 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers