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RGBFX vs RIRAX
RGBFX vs RIRAX Comparison
Open Charts RGBFX vs RIRAX
American Funds Global Balanced R5
Price$35.39
Change-$1.30 (-3.54%)
VolumeN/A
Net Assets25.34B
American Funds Capital Income Bldr R1
Price$67.96
Change-$3.26 (-4.58%)
VolumeN/A
Net Assets107.94B
RGBFX vs RIRAX Comparison Chart
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RGBFX vs. RIRAX commentary
Apr 05, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 108B vs. RGBFX (25.3B). RIRAX pays higher dividends than RGBFX: RIRAX (2.40) vs RGBFX (2.27). RGBFX was incepted earlier than RIRAX: RGBFX (14 years) vs RIRAX (23 years). RIRAX (1.36) is less costly to investors than RGBFX (0.52). RGBFX (250) and RIRAX (250) have matching initial minimum investment requirements. RIRAX annual gain was more profitable for investors over the last year : 7.55 vs. RGBFX (0.23). RIRAX return over 5 years is better than : 50.02 vs. RGBFX (35.88).
| RGBFX | RIRAX | RGBFX / RIRAX | |
| Total Expense Ratio | 0.52 | 1.36 | 38% |
| Annual Report Gross Expense Ratio | 0.52 | 1.36 | 38% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 0.497 | 3.533 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.3B | 108B | 23% |
| Annual Yield % from dividends | 2.27 | 2.40 | 95% |
| Returns for 1 year | 0.23 | 7.55 | 3% |
| Returns for 3 years | 5.18 | 9.71 | 53% |
| Returns for 5 years | 35.88 | 50.02 | 72% |
| Returns for 10 years | 30.07 | 32.08 | 94% |
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