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RGBHX vs RIRAX
RGBHX vs RIRAX Comparison
Open Charts RGBHX vs RIRAX
American Funds Global Balanced R5E
Price$37.86
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets26.07B
American Funds Capital Income Bldr R1
Price$72.89
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets110.6B
RGBHX vs RIRAX Comparison Chart
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RGBHX vs. RIRAX commentary
Mar 04, 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 Hold and RIRAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 111B vs. RGBHX (26.1B). 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 : 11.07 vs. RGBHX (4.47). RIRAX return over 5 years is better than : 29.16 vs. RGBHX (19.72).
| 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 | 3.386 | 5.485 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.1B | 111B | 24% |
| Annual Yield % from dividends | 1.80 | 2.54 | 71% |
| Returns for 1 year | 4.47 | 11.07 | 40% |
| Returns for 3 years | 10.16 | 14.41 | 71% |
| Returns for 5 years | 19.72 | 29.16 | 68% |
| Returns for 10 years | N/A | 35.93 | - |