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RGBHX vs RIRCX
RGBHX vs RIRCX Comparison
Open Charts RGBHX vs RIRCX
American Funds Global Balanced R5E
Price$37.78
Change+$0.24 (+0.64%)
VolumeN/A
Net Assets25.7B
American Funds Capital Income Bldr R3
Price$71.11
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets107.94B
RGBHX vs RIRCX Comparison Chart
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RGBHX vs. RIRCX 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 RIRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 108B vs. RGBHX (25.7B). RIRCX pays higher dividends than RGBHX: RIRCX (2.97) vs RGBHX (1.80). RGBHX was incepted earlier than RIRCX: RGBHX (9 years) vs RIRCX (23 years). RIRCX is a more actively managed with annual turnover of: 106.00 vs. RGBHX (91.00). RGBHX (250) and RIRCX (250) have matching initial minimum investment requirements. RIRCX annual gain was more profitable for investors over the last year : 11.00 vs. RGBHX (6.67). RIRCX return over 5 years is better than : 26.06 vs. RGBHX (18.20).
| RGBHX | RIRCX | RGBHX / RIRCX | |
| 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 | 3.058 | 104% |
| 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 | 2.97 | 61% |
| Returns for 1 year | 6.67 | 11.00 | 61% |
| Returns for 3 years | 5.20 | 9.28 | 56% |
| Returns for 5 years | 18.20 | 26.06 | 70% |
| Returns for 10 years | N/A | 34.23 | - |
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