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RGBHX vs RIRAX
RGBHX vs RIRAX Comparison
Open Charts RGBHX vs RIRAX
American Funds Global Balanced R5E
Price$36.20
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets25.02B
American Funds Capital Income Bldr R1
Price$70.17
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets105.74B
RGBHX vs RIRAX Comparison Chart
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RGBHX vs. RIRAX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 106B vs. RGBHX (25B). RIRAX pays higher dividends than RGBHX: RIRAX (2.40) vs RGBHX (2.17). RGBHX was incepted earlier than RIRAX: RGBHX (9 years) vs RIRAX (23 years). RIRAX (1.36) is less costly to investors than RGBHX (0.63). RGBHX (250) and RIRAX (250) have matching initial minimum investment requirements. RIRAX annual gain was more profitable for investors over the last year : 9.68 vs. RGBHX (1.75). RIRAX return over 5 years is better than : 37.74 vs. RGBHX (24.43).
| RGBHX | RIRAX | RGBHX / RIRAX | |
| Total Expense Ratio | 0.63 | 1.36 | 46% |
| Annual Report Gross Expense Ratio | 0.63 | 1.36 | 46% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -0.628 | 2.007 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25B | 106B | 24% |
| Annual Yield % from dividends | 2.17 | 2.40 | 90% |
| Returns for 1 year | 1.75 | 9.68 | 18% |
| Returns for 3 years | 6.75 | 9.52 | 71% |
| Returns for 5 years | 24.43 | 37.74 | 65% |
| Returns for 10 years | N/A | 28.41 | - |
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