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RGBHX vs RIRAX
RGBHX vs RIRAX Comparison
Open Charts RGBHX vs RIRAX
American Funds Global Balanced R5E
Price$42.00
Change+$0.28 (+0.67%)
VolumeN/A
Net Assets30.36B
American Funds Capital Income Bldr R1
Price$80.91
Change+$0.59 (+0.73%)
VolumeN/A
Net Assets121.49B
RGBHX vs RIRAX Comparison Chart in %
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RGBHX vs. RIRAX commentary
Nov 28, 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 RGBHX is a StrongBuy and RIRAX is a Hold.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 121B vs. RGBHX (30.4B). RIRAX (2.20) and RGBHX (2.15) have matching dividends . RGBHX was incepted earlier than RIRAX: RGBHX (10 years) vs RIRAX (23 years). RIRAX (1.36) is less costly to investors than RGBHX (0.63). RGBHX is a more actively managed with annual turnover of: 114.00 vs. RIRAX (56.00). RGBHX (250) and RIRAX (250) have matching initial minimum investment requirements. RIRAX annual gain was more profitable for investors over the last year : 13.64 vs. RGBHX (11.17). RIRAX return over 5 years is better than : 43.10 vs. RGBHX (24.00).
| RGBHX | RIRAX | RGBHX / RIRAX | |
| Total Expense Ratio | 0.63 | 1.36 | 46% |
| Annual Report Gross Expense Ratio | 0.63 | 1.36 | 46% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 16.852 | 18.591 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.4B | 121B | 25% |
| Annual Yield % from dividends | 2.15 | 2.20 | 98% |
| Returns for 1 year | 11.17 | 13.64 | 82% |
| Returns for 3 years | 36.18 | 34.75 | 104% |
| Returns for 5 years | 24.00 | 43.10 | 56% |
| Returns for 10 years | 57.03 | 59.31 | 96% |
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