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RGBFX vs RIRAX
RGBFX vs RIRAX Comparison
Open Charts RGBFX vs RIRAX
American Funds Global Balanced R5
Price$40.60
Change+$0.16 (+0.40%)
VolumeN/A
Net Assets28.93B
American Funds Capital Income Bldr R1
Price$78.60
Change+$0.40 (+0.51%)
VolumeN/A
Net Assets117.62B
RGBFX vs RIRAX Comparison Chart in %
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RGBFX vs. RIRAX commentary
Sep 06, 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 Buy and RIRAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 118B vs. RGBFX (28.9B). RGBFX (2.27) and RIRAX (2.22) 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 : 11.05 vs. RGBFX (6.92). RIRAX return over 5 years is better than : 45.26 vs. RGBFX (25.66).
| 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 | 12.137 | 14.755 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.9B | 118B | 24% |
| Annual Yield % from dividends | 2.27 | 2.22 | 102% |
| Returns for 1 year | 6.92 | 11.05 | 63% |
| Returns for 3 years | 35.68 | 35.63 | 100% |
| Returns for 5 years | 25.66 | 45.26 | 57% |
| Returns for 10 years | 53.38 | 56.66 | 94% |
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