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RGBFX vs RIRAX
RGBFX vs RIRAX Comparison
Open Charts RGBFX vs RIRAX
American Funds Global Balanced R5
Price$38.36
Change-$0.31 (-0.80%)
VolumeN/A
Net Assets26.8B
American Funds Capital Income Bldr R1
Price$73.90
Change-$0.62 (-0.83%)
VolumeN/A
Net Assets112.41B
RGBFX vs RIRAX Comparison Chart
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RGBFX vs. RIRAX commentary
May 22, 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: 112B vs. RGBFX (26.8B). RIRAX pays higher dividends than RGBFX: RIRAX (2.39) vs RGBFX (2.25). 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 : 9.61 vs. RGBFX (3.00). RIRAX return over 5 years is better than : 46.37 vs. RGBFX (29.45).
| 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 | 5.071 | 7.429 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.8B | 112B | 24% |
| Annual Yield % from dividends | 2.25 | 2.39 | 94% |
| Returns for 1 year | 3.00 | 9.61 | 31% |
| Returns for 3 years | 19.75 | 20.83 | 95% |
| Returns for 5 years | 29.45 | 46.37 | 64% |
| Returns for 10 years | 34.16 | 34.57 | 99% |
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