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RGBHX vs RIRCX
RGBHX vs RIRCX Comparison
Open Charts RGBHX vs RIRCX
American Funds Global Balanced R5E
Price$39.82
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
American Funds Capital Income Bldr R3
Price$77.05
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
RGBHX vs RIRCX Comparison Chart in %
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RGBHX vs. RIRCX 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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 116B vs. RGBHX (28.1B). RIRCX pays higher dividends than RGBHX: RIRCX (2.69) vs RGBHX (2.22). RGBHX was incepted earlier than RIRCX: RGBHX (10 years) vs RIRCX (23 years). RIRCX (0.91) is less costly to investors than RGBHX (0.63). RGBHX is a more actively managed with annual turnover of: 114.00 vs. RIRCX (56.00). RGBHX (250) and RIRCX (250) have matching initial minimum investment requirements. RIRCX annual gain was more profitable for investors over the last year : 15.38 vs. RGBHX (7.92). RIRCX return over 5 years is better than : 48.50 vs. RGBHX (27.76).
| RGBHX | RIRCX | RGBHX / RIRCX | |
| Total Expense Ratio | 0.63 | 0.91 | 69% |
| Annual Report Gross Expense Ratio | 0.63 | 0.91 | 69% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 10.201 | 12.900 | 79% |
| 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 | 2.69 | 82% |
| Returns for 1 year | 7.92 | 15.38 | 51% |
| Returns for 3 years | 30.97 | 32.20 | 96% |
| Returns for 5 years | 27.76 | 48.50 | 57% |
| Returns for 10 years | N/A | 50.94 | - |
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