Ad is loading...
RGBHX vs RIRCX
RGBHX vs RIRCX Comparison
Open Charts RGBHX vs RIRCX
American Funds Global Balanced R5E
Price$38.97
Change-$0.15 (-0.38%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R3
Price$72.72
Change-$0.38 (-0.52%)
VolumeN/A
CapitalizationN/A
RGBHX vs RIRCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RGBHX vs. RIRCX commentary
Dec 19, 2024
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: 109B 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 : 13.07 vs. RGBHX (10.55). RIRCX return over 5 years is better than : 24.74 vs. RGBHX (20.77).
| 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 | 9.081 | 11.634 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.7B | 109B | 24% |
| Annual Yield % from dividends | 1.80 | 2.97 | 61% |
| Returns for 1 year | 10.55 | 13.07 | 81% |
| Returns for 3 years | 2.84 | 12.47 | 23% |
| Returns for 5 years | 20.77 | 24.74 | 84% |
| Returns for 10 years | N/A | 36.23 | - |