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RGBFX vs RIRAX
RGBFX vs RIRAX Comparison
Open Charts RGBFX vs RIRAX
American Funds Global Balanced R5
Price$40.29
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets28.44B
American Funds Capital Income Bldr R1
Price$77.80
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
RGBFX vs RIRAX Comparison Chart in %
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RGBFX vs. RIRAX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 117B vs. RGBFX (28.4B). RGBFX (2.32) and RIRAX (2.27) have matching dividends . 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 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 : 14.10 vs. RGBFX (9.18). RIRAX return over 5 years is better than : 45.77 vs. RGBFX (27.36).
| 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 | 11.281 | 13.587 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.4B | 117B | 24% |
| Annual Yield % from dividends | 2.32 | 2.27 | 102% |
| Returns for 1 year | 9.18 | 14.10 | 65% |
| Returns for 3 years | 32.14 | 31.57 | 102% |
| Returns for 5 years | 27.36 | 45.77 | 60% |
| Returns for 10 years | 46.66 | 48.08 | 97% |
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