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RGBFX vs RIRAX
RGBFX vs RIRAX Comparison
Open Charts RGBFX vs RIRAX
American Funds Global Balanced R5
Price$37.20
Change+$0.14 (+0.38%)
VolumeN/A
Net Assets25.39B
American Funds Capital Income Bldr R1
Price$70.06
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
RGBFX vs RIRAX Comparison Chart
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RGBFX vs. RIRAX commentary
Jan 19, 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: 107B vs. RGBFX (25.4B). 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 : 9.89 vs. RGBFX (6.05). RIRAX return over 5 years is better than : 19.51 vs. RGBFX (14.02).
| 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 | 1.335 | 1.389 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.4B | 107B | 24% |
| Annual Yield % from dividends | 1.89 | 2.54 | 74% |
| Returns for 1 year | 6.05 | 9.89 | 61% |
| Returns for 3 years | 2.40 | 5.65 | 42% |
| Returns for 5 years | 14.02 | 19.51 | 72% |
| Returns for 10 years | 33.20 | 30.13 | 110% |
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