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RGBHX vs RIRAX
RGBHX vs RIRAX Comparison
Open Charts RGBHX vs RIRAX
American Funds Global Balanced R5E
Price$39.82
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
American Funds Capital Income Bldr R1
Price$77.16
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
RGBHX vs RIRAX Comparison Chart in %
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RGBHX vs. RIRAX commentary
Jul 06, 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: 116B vs. RGBHX (28.1B). RIRAX (2.27) and RGBHX (2.22) 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 : 14.87 vs. RGBHX (7.92). RIRAX return over 5 years is better than : 45.98 vs. RGBHX (27.76).
| 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 | 10.201 | 12.653 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1B | 116B | 24% |
| Annual Yield % from dividends | 2.22 | 2.27 | 98% |
| Returns for 1 year | 7.92 | 14.87 | 53% |
| Returns for 3 years | 30.97 | 30.67 | 101% |
| Returns for 5 years | 27.76 | 45.98 | 60% |
| Returns for 10 years | N/A | 47.97 | - |