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RGBHX vs RIRAX
RGBHX vs RIRAX Comparison
Open Charts RGBHX vs RIRAX
American Funds Global Balanced R5E
Price$37.78
Change+$0.24 (+0.64%)
VolumeN/A
Net Assets25.7B
American Funds Capital Income Bldr R1
Price$71.19
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets107.94B
RGBHX vs RIRAX Comparison Chart
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RGBHX vs. RIRAX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 108B 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 : 10.51 vs. RGBHX (6.67). RIRAX return over 5 years is better than : 24.16 vs. RGBHX (18.20).
| 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 | 3.168 | 3.025 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.7B | 108B | 24% |
| Annual Yield % from dividends | 1.80 | 2.54 | 71% |
| Returns for 1 year | 6.67 | 10.51 | 63% |
| Returns for 3 years | 5.20 | 8.22 | 63% |
| Returns for 5 years | 18.20 | 24.16 | 75% |
| Returns for 10 years | N/A | 31.86 | - |
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