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RGBHX vs RIRAX
RGBHX vs RIRAX Comparison
Open Charts RGBHX vs RIRAX
American Funds Global Balanced R5E
Price$38.97
Change-$0.15 (-0.38%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R1
Price$72.75
Change-$0.38 (-0.52%)
VolumeN/A
CapitalizationN/A
RGBHX vs RIRAX Comparison Chart
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RGBHX vs. RIRAX commentary
Dec 19, 2024
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 RGBHX is a StrongBuy and RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 109B vs. RGBHX (25.7B). RIRAX pays higher dividends than RGBHX: RIRAX (2.54) vs RGBHX (1.80). RGBHX was incepted earlier than RIRAX: RGBHX (9 years) vs RIRAX (23 years). RIRAX is a more actively managed with annual turnover of: 106.00 vs. RGBHX (91.00). RGBHX (250) and RIRAX (250) have matching initial minimum investment requirements. RIRAX annual gain was more profitable for investors over the last year : 12.57 vs. RGBHX (10.55). RIRAX return over 5 years is better than : 22.97 vs. RGBHX (20.77).
| RGBHX | RIRAX | RGBHX / RIRAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 9.081 | 11.163 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.7B | 109B | 24% |
| Annual Yield % from dividends | 1.80 | 2.54 | 71% |
| Returns for 1 year | 10.55 | 12.57 | 84% |
| Returns for 3 years | 2.84 | 11.38 | 25% |
| Returns for 5 years | 20.77 | 22.97 | 90% |
| Returns for 10 years | N/A | 33.82 | - |
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