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RGBFX vs RIRAX
RGBFX vs RIRAX Comparison
Open Charts RGBFX vs RIRAX
American Funds Global Balanced R5
Price$40.69
Change-$0.22 (-0.54%)
VolumeN/A
Net Assets29.41B
American Funds Capital Income Bldr R1
Price$78.48
Change-$0.45 (-0.57%)
VolumeN/A
Net Assets118.99B
RGBFX vs RIRAX Comparison Chart in %
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RGBFX vs. RIRAX commentary
Sep 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 Hold and RIRAX is a Hold.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 119B vs. RGBFX (29.4B). 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 : 9.52 vs. RGBFX (5.00). RIRAX return over 5 years is better than : 49.99 vs. RGBFX (30.73).
| 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 | 13.000 | 15.029 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4B | 119B | 25% |
| Annual Yield % from dividends | 2.27 | 2.22 | 102% |
| Returns for 1 year | 5.00 | 9.52 | 53% |
| Returns for 3 years | 45.15 | 44.41 | 102% |
| Returns for 5 years | 30.73 | 49.99 | 61% |
| Returns for 10 years | 59.78 | 63.22 | 95% |
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